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Full-time
high school, bachelor degree, professional certificate
Posted 25d ago
~40 hrs/week
Responsibilities
The Account Executive manages new and renewal commercial lines business while providing guidance and mentorship to team members. They are responsible for maintaining carrier relationships, preparing proposals, and ensuring accurate policy rating and billing.
Requirements
Candidates should have at least 10 years of experience in a similar role and hold the required state licensing certification. A high school diploma is required, though a college degree and professional designations like CIC or CPCU are preferred.
Full 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 a Commercial Lines Account Executive within the Shepherd family, you will assist Insurance Advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. You will provide guidance and mentorship to team members, fostering their professional growth, and building skills through leading by example. With a positive attitude, the Account Executive and Account Management team also provides customer service to clients as assigned and requested.
RESPONSIBILITIES:
Provide positive, prompt, and accurate service to clients.
Act independently or in accordance with Insurance Advisor, based upon account, through accessing the coverage need and preference of insured.
Independently manage and initiate the marketing of new and renewal business including but not limited to coordinating the renewal process with agency clientele, evaluating premiums, preparing proposals, presentation packets and maintaining underwriting and marketing information from carrier.
Provide guidance and mentorship to team members, fostering their professional growth, and building skills through leading by example.
Support the training of new team members and contribute to their ongoing development, enhancing their insurance knowledge and professional growth.
Coordinate with Insurance Advisor to obtain policy information and maintain expiration control log.
Accompany Insurance Advisors to client meetings when requested.
Check new and renewal policies for accuracy in rating, coverage, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or advisor for delivery.
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.
Build and maintain strong relationships with carrier partners and assist in creation the underwriting story for all accounts in book of business.
Demonstrate proactive leadership in spearheading special projects and supporting the implementation of department-wide initiatives, ensuring successful execution and measurable results.
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
Cultivate a deep understanding of the specific industry in which accounts are located.
Participate in weekly team meetings, monthly team meetings, and attend organization-wide development programs as scheduled.
Assist other departments and advisors in cross selling and account rounding.
Perform other related duties as assigned.
Requirements
REQUIREMENTS:
Experience: At least ten (10) 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.
Manage a book of business of at least $7MM in agency premium is desirable.
Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
Leadership experience preferred, not necessary.
Possess a thorough understanding of commercial lines underwriting and coverages.
Have the ability to handle a book of business that has accounts ranging in size from $100,000 premium and above, based on geographical location.
Professional designations such as CIC, CPCU are a plus and desire to acquire advanced insurance designations.
Possess a big-picture perspective with the ability to address client concerns and decide on the most effective path forward.
Excellent organizational skills with the capacity to balance multiple responsibilities or projects effectively.
Strong interpersonal abilities that facilitate clear communication with clients and colleagues.
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.
A Top 50 Independent Insurance Agency consistently voted a Top Workplace in the USA and locally.
Industry
Insurance
Company size
501-1,000 employees
Founded
1977
Headquarters
Carmel, IN
LinkedIn followers
6,966
We are in the people business. We help our friends, neighbors, and their businesses determine what’s truly important to them and find ways to protect it. From insurance and employee benefits to financial services, members of the Shepherd team take great pride in offering solutions that reduce life’s uncertainties and provide invaluable peace of mind. It’s a big responsibility. We understand how important it is. And we truly love what we are able to do for our clients.
We are also proud of the culture we have created at Shepherd. We work as a team in an environment where clients are more important than commissions, and relationships take precedence over titles. Our people are consistently recognized as the best in the business, and our clients’ success has translated to substantial success and growth for our company. It’s a great place to do business, and it’s a great place to work.
Offices: 111 Congressional Blvd, Suite 200, Carmel, IN 46032, US · 333 8th Street, Columbus, IN 47201, US · 7140 Office Circle, Ste 100, Evansville, Indiana 47715, US · 802 Eeast Main Street, Greenfield, IN 46140, US · 320 South Airport Road, P.O. Box 443, Seymour, IN 47274, US
Based on 390 listings with disclosed salaries, most administrative jobs in Indiana pay between $45k–$85k per year. Individual offers vary with seniority, company size, and specialization.
How many Administrative jobs are open in Indiana right now?
There are currently 5,683 open administrative positions in Indiana listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Indiana?
Companies currently hiring include Indiana University Health, Indiana State Park Inns, Franciscan Alliance, Inc., Franciscan Health, Ascension, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Indiana?
Yes — 553 of the 5683 open administrative positions offer remote or hybrid work (202 remote, 351 hybrid).
How do I apply for Administrative jobs in Indiana?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.