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 at Soller Insurance Agency, a Shepherd Insurance Partner, as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines.

In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts.

With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

RESPONSIBILITIES :

• Provide positive, prompt, and accurate service to clients.
• Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
• Assist advisors and cross-selling and account rounding.
• Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs : 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 two (2) 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 personal 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.

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.

Last updated : 2024-05-14