Commercial Lines Marketing Specialist

Shepherd Insurance; Greenwood (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

Shepherd Insurance is seeking a Commercial Lines Marketing Specialist in Indiana to support insurance advisors and the account management team. You will help with new and renewal quotes, assist with risk assessment, and provide superior client service.

The role requires a positive attitude, licensing, and familiarity with MS Office and agency management systems. High school diploma or GED is required; college degree is preferred.

Qualifications

• Three years’ experience in a similar role is desirable.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Familiarity with Microsoft Office products and agency/document management systems.

Responsibilities

• Provide positive, prompt, and accurate service to clients.
• Assist insurance advisors with new business quoting and applications.
• Assist with renewal quoting and remarkets/rewrites.
• Support account management with risk assessment and appetite insights.
• Assist with cross-selling and account rounding.
• Receive calls from clients and refer to the advisor when necessary.
• Maintain a suspense system to follow up on orders and overdue items.
• Perform other related duties as assigned.

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office

Agency management system

Job description

PURPOSE

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

Description

PURPOSE

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

This opportunity is located at Robley Insurance, a Shepherd Insurance Partner. As a Commercial Lines Marketing Specialist within the Shepherd family, you will assist insurance advisors and the account management team in the handling and processing of new and renewal commercial lines quotes accordance with Agency procedures and guidelines. With a positive attitude, you will also provide customer service to clients as assigned and requested.

Responsibilities

• Provide positive, prompt, and accurate service to clients.
• Assist insurance advisors and account managers with new business quoting and applications.
• Assist insurance advisors and account managers with renewal quoting and remarkets/rewrites.
• Serve as a resource to account management team on risk assessment and appetite.
• Assist advisors with cross-selling and account rounding.
• Receive phone calls from clients and companies regarding new business and remarketing efforts: comply with the request and/or refer to the advisor when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Perform other related duties as assigned.

Requirements

• Experience: At least three (3) years’ experience in similar position is desirable.
• Required state licensing certification.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

AMERICANS WITH DISABILITY SPECIFICATIONS

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.