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Commercial Lines Account Executive

Shepherd Insurance · Sarasota, Florida, US

Description PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned ins...

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 coo...