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Posted: Sunday, February 4, 2018 5:52 PM

Job Description
To provide assistance to producers in handling and processing of renewal employee benefits lines business in accordance with Agency procedures and guidelines; to provide customer service to clients as assigned and requested. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts.
:Provide positive, prompt, accurate, and courteous service to clients.
:Coordinate expirations with producer to obtain renewal and/or new business information. Maintain expiration control log.
:Assist in marketing renewal business, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier. Accompany producer to client meetings when requested.
:Check new and renewal policies for accuracy in rating, typing, coverage, signatures, and input these transactions into BrokerageBuilder. Ensure that these items are delivered and/or mailed to client or producer for delivery.
:Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer when necessary.
:Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
:Be familiar with and follow agency E and O guidelines and service employee benefits lines accounts in a manner to eliminate gaps in coverage, thus reducing our E and O exposures.
:Maintain electronic files in an orderly, up:to:date manner.
:Perform special projects at managements request.
:Participate in seminars and classes for skill and knowledge development.
:Maintain all client activity in BrokerageBuilder.
:Prioritize work load and/or request for assistance as required.
:Meet with clients to discuss and handle their insurance needs.
:Keep producers fully informed of all important activities on their accounts.
:Perform other related duties as assigned.
:Experience: At least two (2) years experience in similar position is desirable.
:Education requirement: College degree preferred. High school diploma or equivalent (GED) is required.
:Must be licensed per state requirements.
:Must be able to understand and analyze employee benefits lines insurance coverages, forms, procedures.
:Should have thorough understanding of employee benefits lines underwriting and coverages.
:Must desire to acquire advanced insurance designations.
:Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MS Word, Excel, Outlook, Access, PowerPoint).
:Proficient in BrokerageBuilder and other Zywave Products insurance software is a plus.
:Professional designation is a pluspany Description
Our mission is to deliver the highest quality advice and counsel to each of our clients. What makes Shepherd Insurance stand out from the rest is the way we approach sales and service : in a true team environment. We have compiled a team of the best and brightest who never stop outworking the competition, and never stop until each Shepherd client is satisfied.
This has been the environment at Shepherd Insurance since it was founded by Dave Shepherd in 1977 in Carmel, Indiana. Dave built the agency on strong principles and a vision for how a truly independent insurance agency should be run:
* The CLIENT always comes before commission.
* Treat clients like youd treat your own FAMILY.
* WORK harder than the competition.
* Surround yourself with a TEAM of talented people.
* LOVE what you do.


• Location: Indianapolis

• Post ID: 34625952 indianapolis is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018