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Florida 6
Finance Sarasota independence associate

6 independence associate jobs found in Sarasota

Shepherd
12/11/2025  
Personal Lines Account Coordinator
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 Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through...
Shepherd Sarasota, FL, USA
Allstate
10/21/2025  
Direct Sales Agent Specialist (2735)
National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Direct Sales Agent Specialist (Direct Auto Insurance is an Allstate Business) is responsible for the profitable growth and attainment of business goals by driving new business sales and understanding customers’ needs to build rapport and trust.  This position drives sales and builds and retains their book of business within the market / retail location. This position is responsible for attracting and generating new customers and cross-selling existing customers, in support of our product offerings including but not limited to Auto, Life, Auto Club, and Roadside Assistance. This role sells to walk-in...
Allstate Sarasota, FL, USA Full Time
Shepherd
10/17/2025  
Personal Lines Account Manager
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. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Assist in marketing new and renewal business. Evaluate premiums, prepare...
Shepherd Sarasota, FL, USA
Shepherd
10/17/2025  
Licensed Agent - Medicare Insurance Division
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 Licensed Agent – Medicare Insurance Division within the Shepherd family, you will provide high level Medicare insurance consultation to eligible clients in accordance with CMS, Agency, and carrier procedures and guidelines. In addition, you will provide a high level of support and customer service as assigned and requested such as eligibility, network and formulary support, sales presentations, lead program participation, quoting and cost analysis assistance.  RESPONSIBILITIES:  · Provide customer service for Medicare insurance business. · Quote & evaluate all Medicare insurance lines of business. · Conduct Medicare Sales...
Shepherd Sarasota, FL, USA
Shepherd
10/17/2025  
Commercial Lines Account Manager
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 Manager 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. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...
Shepherd Sarasota, FL, USA
Shepherd
10/17/2025  
Commercial Lines Account Coordinator
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 Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary....
Shepherd Sarasota, FL, USA

 

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