Shepherd Insurance · 19 hours ago
Insurance Advisor - Employee Benefits
Louisville Metro
Full-time
Hybrid
Mid, Senior Level
3+ years expShepherd Insurance is a privately-owned insurance agency that has been providing risk management solutions since 1977. As an Insurance Advisor on the Employee Benefits team, you will be responsible for selling the Agency's products, developing a client base, and providing tailored insurance solutions while demonstrating strong interpersonal skills.
Financial ServicesInsurance
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
Preferred
Three (3) to five (5) years' experience in insurance industry
Five (5) to ten (10) years' experience in sales
College degree in Business, Sales or related field
Professional designations are a plus
Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system
Required state licensing certification, or desire to become licensed at time of employment
Must desire to acquire advanced insurance designations
Company
Shepherd Insurance
A privately-owned independent insurance agency.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Kweder
President
Company data provided by crunchbase