Careers

Shepherd Insurance and Financial Services is a family-owned business, founded by David Shepherd in 1977.  Shepherd specializes in Personal and Commercial Insurance, Employee Benefits and Financial Products. We are proud to represent more than 50 carriers, which gives us the ability to create unparalleled protection for each of our clients. There are six office locations in the state of Indiana, including Carmel, Evansville (2), Columbus, Greenfield and Seymour.

If you are interested in a career opportunity at Shepherd, please forward your cover letter and resume to careers@shepherdins.com

Current Positions:

> Full Time Administrative Assistant (Greenfield)
This position will be responsible for a variety of general office duties (manage phones; greet clients;  order office supplies; process pictures for new and existing accounts; process daily mail; file; copy, scan, email; word processing), with the main focus on computer driven project work.

Qualifications:
• Proficient in Microsoft Office and Internet
• 1-2 years prior Customer Service Experience, Insurance Industry experience preferred
• Excellent Verbal and Written Communication Skills

> Commercial Lines Service Processor (Carmel)
A commercial lines service processor provides assistance to producers and account executives in handling and procession new and renewal commercial lines business. This position will also provide in-house customer service to clients as assigned and requested.

Major Responsibilities
• Coordinate expirations with producers and /or account managers to obtain renewal and/or new business information.  •Maintain expiration control log.
• Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
• Check new and renewal policies for accuracy in rating, typing, coverage’s, signatures, and input these transactions to generate billing invoices.  Assist with delivery preparation.
• Receive phone calls from clients and companies regarding insurance, administrative issues, and comply with the request or refer to the account manager or producer when necessary.
• Maintain a suspense system to follow-up on outstanding orders, correspondence, reports, and follow-up on suspense items.
• Be familiar with and follow agency E & O guidelines.
• Maintain electronic and/or paper files in an organized, up-to date manner.
• Perform special projects at management’s request.

Qualifications
• 2-4 years of Commercial Lines Insurance experience
• Proficient in Microsoft Office
• Current P & C License
• Bachelor Degree in Business or related field preferred

> Commercial Lines Claims Coordinator (Carmel)
A commercial lines claims coordinator will receive notification of claims, review policies and assist the clients with the carrier claim process.

Major Responsibilities:
• Take inbound calls from customers related to policy coverage, first contact for loss and existing claims.  Assist with moving the claim through the claims process with the carrier.   
• Serve as the primary contact with the policyholder and establish a strong working relationship with the customer.
• Initiate a follow-up with carriers on all open or unsettled claims every 30 days    
• Periodically contact customers to determine their needs and level of claims service satisfaction.   
• Maintain accurate and organized files with all claim information and documentation.
• Monitor and evaluate the claims reserve.   
 
Qualifications:
• 3 – 5 years experience in Commercial Casualty/Liability claims adjustment, general insurance or formal claims training.   
• Current P & C License
• Effective analytical skills required to understand basic policy and contract coverage and ability to recognize questionable contract/coverage situations
• Effective interpersonal skills to explain the facts and logic used to arrive at decisions made in a way that the customer understands
• Effective written skills to compose clear descriptions when posting file documentation and drafting of correspondence
• Proficient in Microsoft Office
• Continuing education courses leading to industry certifications preferred (AEI, IIA, ARM)
• Bachelor Degree preferred

> Commercial Lines Account Manager (Carmel)
To assist producers in handling and processing new and renewal commercial lines business in accordance with Agency procedures and guidelines; to provide customer service to clients as assigned and requested.

Major Responsibilities:
• Provide positive, prompt, accurate, and courteous service to clients.
• 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.
• Be familiar with and follow agency E&O guidelines and service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
• Maintain electronic files in an orderly, up-to-date manner.
• Perform special projects at management’s request.
• Review all applications, policies, endorsements, and audits for accuracy.
• Setup and prepare new account files per agency procedures.
• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars, and schools offered.
• Participate in seminars and classes for skill and knowledge development.
• Prioritize work load and/or request for assistance as required.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Meet with clients to discuss and handle their insurance needs.
• Keep producers fully informed of all important activities on their accounts.
• Assist other departments and producers in cross selling and account rounding.
• Maintain all client activity in AMS 360 and follow procedures according to the Document Management Agency Standards
• Follow workflow and agency procedures according to the AMS 360 Procedures & Guidelines for new business and endorsements.
• Perform other related duties as assigned.

Qualifications:
• 5+ years experience as a Commercial Lines Account Manager.
• College degree preferred. High school diploma or equivalent (GED) is required.
• Current P & C License
• Thorough understanding of commercial lines underwriting and coverage’s.
• Ability to understand and analyze commercial lines insurance coverage’s, forms, procedures, and policy rating systems.
• Proficient in AMS 360 insurance software.
• Proficient in Microsoft Office.
• Professional designation is a plus.
• Prior experience with Truck Dealership Programs desired

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.

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January 18, 2012

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