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Shepherd Insurance · 1 day ago

Insurance Advisor

Tucson, AZ

Full-time

Onsite

Mid, Senior Level

3+ years exp

Shepherd Insurance is a privately-owned insurance agency that has been providing risk management solutions since 1977. The Insurance Advisor will be responsible for selling the agency's products, developing a strong client base, and providing tailored insurance solutions. The role requires high interpersonal skills and collaboration with account managers to create renewal strategies.

Financial ServicesInsurance

Work & Life Balance

Hiring Manager

Maggie Watkins

Responsibilities

Seek out new clients and develop clientele by prospecting and networking

Performs sales and service functions for targeted markets and programs

Initiating and follow-up with customers and carriers to sell or resolve problems, answer questions, correspondence, and reports

Prepares, processes, reviews, and monitors various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc

Contacts current and prospective clientele to sell and explain coverage gaps, present proposals, quotes, and sales based on client needs

Assists customer and arranges payment terms in accordance with established guidelines

Participate in sales seminars, sales and renewal meetings or educational activities to stay up-to-date on the latest developments, trends, regulations in the market place

Proactively collaborate and engage with account managers to develop renewal strategies, encompassing in-depth analysis, adjustment considerations, and negotiation tactics with carriers

Perform other related duties as assigned

Qualification

Insurance industry experienceSales experienceMicrosoft Office proficiencyState licensing certificationAdvanced insurance designationsProfessional designationsInterpersonal skillsTeam playerCoachable individual

Required

Required state licensing certification, or desire to become licensed at time of employment

Must desire to acquire advanced insurance designations

Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system