5 associate account analyst jobs found in Carmel, IN

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 an Employee Benefits Account Manager within the Shepherd family, you will provide assistance to advisors in handling and processing of new and renewal employee benefits lines, business in accordance with Agency procedures, policies, and guidelines; to provide customer service to clients as assigned and requested. With a positive attitude, you will provide a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to clients.  · Assist in marketing new and renewal business, prepare proposals, presentation packets...

This position is a part of a brokerage apprenticeship program, a paid role that combines on-the-job learning with required education and training.  As part of the role, the apprentice will work toward an associate's degree and complete an industry designation (e.g., PEBC, PRC) while building foundational skills in Employee Benefits.  The role will provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team. ESSENTIAL FUNCTIONS +Work together with the Account Manager and Client Executive to service clients +Assist with review of contracts for accuracy of policy details +Review Benefits Open Enrollment information for accuracy of information +Provide day-to-day customer service to clients +Assist Client Executives and Account Managers in retention of existing clients +Work with health risk management team in the analysis of claims information and development of...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

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 an Insurance Advisor on our Employee Benefits team, you will be responsible for the sale of the Agency’s products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual. RESPONSIBILITIES: · Seek out new clients and develop clientele by prospecting and networking. · Performs sales and service functions for...

Responsible for client submissions and owning the marketing process while working directly with the analytics, risk services and client advocacy teams. ESSENTIAL FUNCTIONS +Create and send Market Submissions to key markets with the necessary coverage requirements/enhancements +Prequalify insurance markets; Analyze, negotiate and review quotes from key carriers. Own the quoting process in order to develop the best program to match client’s risk tolerance, including alternative funding programs +Develop insurance/risk management program based on marketing results and the necessary risks associated with accounts +Perform coverage audits for new and renewal business; make recommendations for coverages or program +Dedication to meet expectations and requirements of internal and external clientele and stakeholders +Develop and maintain customer relationships TECHNICAL FUNCTIONS +Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint...