Insurance Advisor - Employee Benefits

Shepherd Insurance; Louisville (KY); On-site; USD 52,000 - 80,000; Full time

Job summary

Shepherd Insurance is seeking an Insurance Advisor to join our Employee Benefits team in Louisville, KY. You will sell and tailor insurance solutions, build and maintain a client base, and collaborate with account managers to develop renewal strategies.

Ideal candidates have 3–5 years in insurance and 5–10 years in sales, a college degree in a related field, and a willingness to pursue licensure and professional designations.

Qualifications

• 3–5 years’ experience in insurance industry is preferred.
• 5–10 years’ experience in sales is preferred.
• College degree in Business, Sales or related field is preferred.
• Familiar with Microsoft Office products (Word, Excel, Outlook, PowerPoint) and agency/document management systems.
• State licensing certification, or desire to become licensed at time of employment.
• Desire to acquire advanced insurance designations; professional designations are a plus.

Responsibilities

• Seek out new clients and develop clientele by prospecting and networking.
• Perform sales and service functions for targeted markets and programs.
• Initiate and follow-up with customers and carriers to sell or resolve problems, answer questions, and prepare reports.
• Prepare, process, review, and monitor documents such as premiums, coverage, policies, renewals, claims, applications, changes, endorsements, binders, contracts.
• Contact current and prospective clientele to sell and explain coverage gaps, present proposals, quotes, and sales based on client needs.
• Assist customers and arrange payment terms in accordance with guidelines.
• Participate in sales seminars, renewal meetings, and educational activities to stay up-to-date on industry developments.
• Collaborate with account managers to develop renewal strategies and negotiate with carriers.
• Perform other related duties as assigned.

Skills

Sales

Client relations

Interpersonal skills

Education

College degree in Business, Sales or related field

Tools

Microsoft Office

Agency/document 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.

As an Insurance Advisor on our Employee Benefits team, you will be responsible for the sale of the Agency’s products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual.

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 marketplace.
• 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.

Requirements

• Experience: Three (3) to five (5) years’ experience in insurance industry is preferred.
• Experience: Five (5) to ten (10) years’ experience in sales is preferred.
• Education requirement: College degree in Business, Sales or related field is preferred.
• 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.
• Professional designations are a plus.

Working Conditions / Physical Demands

Work environment characteristics and 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. 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.