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Insurance Advisor Jobs in Indiana (NOW HIRING)

From driving new client acquisitions, to servicing accounts, to retaining Personal insurance ... Evaluate, educate and advise on coverages and available plans. * Challenges assumptions in pushing ...

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Insurance Advisor information

See Indiana salary details

$25.2K

$62.4K

$96.1K

How much do insurance advisor jobs pay per year?

As of May 29, 2026, the average yearly pay for insurance advisor in Indiana is $62,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,700.00 and $76,100.00 per year, depending on experience, location, and employer.

What Do Insurance Advisors Do?

Insurance advisors provide a range of insurance-related advice to individual customers. Your duties in this career involve financial management, client sales, and business advice for customers. You provide a detailed analysis of the current options available to your clients and suggest possible options for them to pursue. You also provide businesses with information related to compliance and insurance administration projects. You often work closely with underwriters and other people who assess risk to determine the best products for your customers.

What are the key skills and qualifications needed to thrive as an Insurance Advisor, and why are they important?

To thrive as an Insurance Advisor, you need a solid understanding of insurance products, financial planning, and relevant regulations, often backed by certifications such as a state insurance license. Familiarity with customer relationship management (CRM) software and policy management systems is typically required. Strong interpersonal skills, active listening, and persuasive communication help build trust and effectively address client needs. These skills ensure advisors can provide tailored solutions, maintain compliance, and foster lasting client relationships in a competitive market.

What are some common challenges Insurance Advisors face when building a client base, and how can they overcome them?

Insurance Advisors often encounter challenges such as building trust with new clients, differentiating their services in a competitive market, and managing client objections or misconceptions about insurance products. To overcome these hurdles, Advisors can focus on developing strong interpersonal communication skills, staying updated on industry trends, and leveraging client referrals and networking events. Many successful advisors also invest time in ongoing education and utilize digital tools to maintain meaningful client relationships and streamline their workflow.

What does an Insurance Advisor do?

An Insurance Advisor helps clients understand, select, and manage insurance policies that best suit their needs. They assess clients’ financial situations and risks, explain different insurance options, and assist with purchasing life, health, auto, or property insurance. Insurance Advisors also provide ongoing support, answer questions about coverage, and help clients file claims if needed. Their goal is to ensure clients are adequately protected and make informed decisions about their insurance needs.
Infographic showing various Insurance Advisor job openings in Indiana as of May 2026, with employment types broken down into 4% Locum Tenens, 2% Internship, 76% Full Time, 12% Part Time, 2% Contract, and 4% Nights. Highlights an 47% Physical, 12% Hybrid, and 41% Remote job distribution, with an average salary of $62,432 per year, or $30 per hour.
Insurance Advisor - Employee Benefits

Insurance Advisor - Employee Benefits

Shepherd Insurance

Carmel, IN • On-site

Full-time

Posted 18 days ago


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 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.

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.

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.
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.