Shepherd Insurance is a privately-owned insurance agency that has delivered risk management ... quotes, and sales based on client needs. * Assists customer and arranges payment terms in ...
Shepherd Insurance is a privately-owned insurance agency that has delivered risk management ... quotes, and sales based on client needs. * Assists customer and arranges payment terms in ...
Insurance Agent - Madison
Madison, IN · On-site
Calculates and quotes premium rates for recommended policies. * Accurately processes insurance ... Non-essential Duties Other duties as assigned by management Knowledge, Skills, and Abilities: • ...
Insurance Agent - Madison
Madison, IN · On-site
Calculates and quotes premium rates for recommended policies. * Accurately processes insurance ... Non-essential Duties Other duties as assigned by management Knowledge, Skills, and Abilities: • ...
Account Manager, Commercial Lines
Indianapolis, IN · On-site +1
Job Type Full-time Description Are you a detail-oriented insurance professional who thrives on ... quotes, renewal materials, and accurate policy and program documentation. * Manage day-to-day ...
Account Manager, Commercial Lines
Indianapolis, IN · On-site +1
Job Type Full-time Description Are you a detail-oriented insurance professional who thrives on ... quotes, renewal materials, and accurate policy and program documentation. * Manage day-to-day ...
Personal Lines Insurance CSA
Seymour, IN · On-site
$33K - $45K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Seymour, IN · On-site
$33K - $45K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Indianapolis, IN · On-site
$37K - $50K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Indianapolis, IN · On-site
$37K - $50K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Hope, IN · On-site
$36K - $49K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Hope, IN · On-site
$36K - $49K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Columbus, IN · On-site
$36K - $48K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Columbus, IN · On-site
$36K - $48K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Taylorsville, IN · On-site
$37K - $50K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Taylorsville, IN · On-site
$37K - $50K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Clifford, IN · On-site
$33K - $45K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Personal Lines Insurance CSA
Clifford, IN · On-site
$33K - $45K/yr
... quotes and resolve service issues * Maintain accurate client records in the agency management ... Active Property & Casualty insurance license (or willingness to obtain) * 1-3 years of insurance or ...
Business Insurance Position - State Farm Agent Team Member
Franklin, IN · On-site
$50K - $75K/yr
Group Life Insurance at the Owner's Expense * Health insurance * $75K of coverage for employee ... management advice to current and potential new clients. 5. Obtain information for quotes. 6. Work ...
Quick apply
Business Insurance Position - State Farm Agent Team Member
Franklin, IN · On-site
$50K - $75K/yr
Group Life Insurance at the Owner's Expense * Health insurance * $75K of coverage for employee ... management advice to current and potential new clients. 5. Obtain information for quotes. 6. Work ...
*Please note: previous insurance experience is required* WHAT WE'RE LOOKING FOR Berkshire Hathaway ... Takes a proactive approach to push Underwriting to hit targets by getting quotes to the agency ...
*Please note: previous insurance experience is required* WHAT WE'RE LOOKING FOR Berkshire Hathaway ... Takes a proactive approach to push Underwriting to hit targets by getting quotes to the agency ...
*Please note: previous insurance experience is required* WHAT WE'RE LOOKING FOR Berkshire Hathaway ... Takes a proactive approach to push Underwriting to hit targets by getting quotes to the agency ...
*Please note: previous insurance experience is required* WHAT WE'RE LOOKING FOR Berkshire Hathaway ... Takes a proactive approach to push Underwriting to hit targets by getting quotes to the agency ...
Account Manager - State Farm Agent Team Member
Bloomington, IN · On-site
$36K - $54K/yr
... and offer tailored insurance solutions * Present quotes, overcome objections, and close sales ... Maintain accurate and timely documentation within our CRM and agency systems * Meet and exceed ...
Quick apply
Account Manager - State Farm Agent Team Member
Bloomington, IN · On-site
$36K - $54K/yr
... and offer tailored insurance solutions * Present quotes, overcome objections, and close sales ... Maintain accurate and timely documentation within our CRM and agency systems * Meet and exceed ...
Growth, Change & Special Initiatives · Support new business efforts by verifying quotes and ... Qualifications Required · 7+ years of experience in a similar role within insurance, risk ...
Growth, Change & Special Initiatives · Support new business efforts by verifying quotes and ... Qualifications Required · 7+ years of experience in a similar role within insurance, risk ...
Health Insurance Sales Agent - Contract - $20/hr
Carmel, IN · Remote
$20/hr
Manage inbound calls from individuals inquiring about ACA individual and/or family health plans ... Provide quotes using our sales systems and carrier quoting tools. * Provide excellent customer ...
Health Insurance Sales Agent - Contract - $20/hr
Carmel, IN · Remote
$20/hr
Manage inbound calls from individuals inquiring about ACA individual and/or family health plans ... Provide quotes using our sales systems and carrier quoting tools. * Provide excellent customer ...
... insurance clients. Responsibilities and Tasks Service * Answers policy change questions, quotes ... Files and documents claims with carriers & in agency management system * Communicates with company ...
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... insurance clients. Responsibilities and Tasks Service * Answers policy change questions, quotes ... Files and documents claims with carriers & in agency management system * Communicates with company ...
... insurance clients. Responsibilities and Tasks Service * Answers policy change questions, quotes ... Files and documents claims with carriers & in agency management system * Communicates with company ...
Quick apply
... insurance clients. Responsibilities and Tasks Service * Answers policy change questions, quotes ... Files and documents claims with carriers & in agency management system * Communicates with company ...
Insurance Account Representative - State Farm Agent Team Member
Fort Wayne, IN · On-site
$17 - $25/hr
... quotes, and customer conversations * Make outbound calls to customers and prospects to build ... Strong follow-through and ability to manage multiple tasks and priorities * Ability to stay ...
Quick apply
Insurance Account Representative - State Farm Agent Team Member
Fort Wayne, IN · On-site
$17 - $25/hr
... quotes, and customer conversations * Make outbound calls to customers and prospects to build ... Strong follow-through and ability to manage multiple tasks and priorities * Ability to stay ...
Personal Lines Advisor
Fort Wayne, IN · On-site
$25K/mo
Update CRM database consistently and frequently with prospecting * Build and maintain a prospect ... Helps client evaluate the market by pulling quotes from carriers and negotiating directly when ...
Personal Lines Advisor
Fort Wayne, IN · On-site
$25K/mo
Update CRM database consistently and frequently with prospecting * Build and maintain a prospect ... Helps client evaluate the market by pulling quotes from carriers and negotiating directly when ...
P&C Personal Lines Insurance Agent
Granger, IN · On-site
$25K/mo
... quotes presented. * Documents all paperwork in connection with the agency's new business process ... Maintains CRM data integrity by updating proposal status for prospects in pipeline or works with ...
Quick apply
P&C Personal Lines Insurance Agent
Granger, IN · On-site
$25K/mo
... quotes presented. * Documents all paperwork in connection with the agency's new business process ... Maintains CRM data integrity by updating proposal status for prospects in pipeline or works with ...
Manager Insurance Quotes information
Job description
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.
About Shepherd Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
201 - 500 Employees
Headquarters location
Carmel, IN, US
Year founded
1977