Description

PURPOSE: 

As a Personal Lines Sales Executive within the Shepherd family, you will sell and service new and existing accounts within the Personal Lines division. You will provide a high level of support in obtaining, maintaining, expanding, and servicing personal/commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. As an Sales Executive within Shepherd Insurance, you will be a positive team player and coachable individual.

RESPONSIBILITIES: 

· Provide positive, prompt, and accurate service to clients. 

· Sell and service new and existing clientele. 

· Market new and renewal business as needed. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.

· Perform cross-selling and account rounding functions. 

· Prepares, processes, reviews, and monitors various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc.

· Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs. 

· Maintain consistent communication with current and prospective clients to sell and explain coverage gaps, account rounding and solicitation of new business within market area.

· Develop and maintain clientele referral network.

· Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.

· Presents proposals, quotes, and recommends coverages based on client needs and sales of appropriate coverages.

· Collects delinquent accounts on Agency billed policies.

· Attends sales seminars, sales meetings or educational activities to stay up to date on the latest developments, trends, regulations in the market place.

· Perform other related duties as assigned.

Requirements

· Experience: At least three (3) to five (5) years’ experience in similar position is desirable.

· Required state licensing certification. 

· Professional designation is a plus. 

· 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. 

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.