Careers

We take a personal approach to our clients and YOUR career!

At Shafer we endeavor to provide our clients with services and solutions that fit their needs, and as such, we are always seeking the most talented people to join our family-oriented, relaxed environment. The perks we offer help to promote our culture consist of a 37.5 hour work schedule, competitive salary, and an excellent benefits package that includes:

  • Medical, Dental, Vision, Life, & LTD insurances,
  • Generous PTO plan,
  • Paid holidays, and
  • 401(k) plan with company match.

Employees may be able to work from home up to two (2) days a week.

Because we believe in giving back to the community, our employees are also offered paid volunteer time off.  We continuously invest in our teams from a growth and learning perspective and give them the support and encouragement to excel.

Successful candidates will be required to pass a drug and alcohol screen.  For positions not requiring an Insurance license, successful candidates will be required to pass a background check.

Please submit resumes to Traci Taylor with the job title in the subject line.

E.O.E.

 


 

Account Manager (Commercial Lines – Tri-Cities)

Summary:

The Commercial Lines Account Manager is responsible for processing, managing, and building relationships with customer accounts. This position is responsible for explaining commercial lines insurance policies, coverages, and benefits to clients. This position provides day-to-day customer service to accounts.

Essential Duties and Responsibilities include the following:

  • Providing day-to-day customer service regarding commercial lines insurance changes, certificates of insurance, and underwriting issues.
  • Maintaining communication with clients and underwriters to service accounts.
  • Issuing certificates of insurance and auto ID cards.
  • Reviewing contract and holder requirements.
  • Answering client’s policy and coverage questions to determine needs.
  • Rounding out and/or cross selling.
  • Submitting policy changes to carriers and processing the changes on the applications.
  • Requesting endorsements from company underwriters.
  • Reviewing policies and changes for accuracy.
  • Turning in claims and following up on the status.
  • Marketing renewals, which includes reviewing upcoming renewals, preparing applications for client signature, and uploading applications to company website. Responding to underwriters who have additional questions.
  • Obtaining loss runs when needed.
  • Processing daily activities in EPIC for maintenance issues or concerns.
  • Invoicing commercial lines accounts and handling accounting discrepancies.
  • Collecting past-due premiums accounts.
  • Processing barcode sheets and scanning all work completed.
  • Assisting in any special projects.
  • All other duties as assigned.

Supervisory Responsibility:

This position has no supervisory responsibilities.

Qualifications:

To perform this job successfully, an individual must be able to carry out each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Education/Experience:

High School diploma or equivalent. Bachelor’s Degree; or One (1) year to three (3) years of related experience and/or training; or Equivalent combination of education and experience. Tennessee Property and Casualty license or willingness and ability to obtain one within four (4) months of employment. Must retain license by completing continuing education requirements as required.

Certified Insurance Counselor (CIC) or other insurance designation, preferred.

Language Ability:

Effectively communicate in both oral and written form with employees, management, and clients. Ability to read, analyze, interpret financial reports and legal documents. Ability to respond to inquiries or complaints from clients. Ability to effectively present information to top management and to clients.

Computer and Office Skills:

Proven experience and proficiency with PC platforms and knowledge of advanced office programs to include, but not limited to, email, spreadsheets, and word processing. Knowledge of company specific software related to job functions.

Personal Skills:

Ability to interface with a diverse range of individuals inside and outside the company. Strong interpersonal skills including the ability to be honest with the client when having to deliver bad news. Good time management skills, ability to prioritize duties, ability to multi-task, and strong attention to detail. Strong follow up and follow through skills. Ability to work individually and in a team environment. Ability to get along with others. Competencies include strong problem solving/analytic skills, technical capacity, developed business acumen, customer/client focus, organizational support, strategic thinking, planning/organizing, and initiative. Regular and predictable attendance.

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 accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee is regularly required to sit or to stand; to hear; and be subject to hand and/or finger movement. Frequently, the employee will need to talk and to grasp. Visual activities include clarity of vision at twenty (20) inches or less. This job requires concentrated attention. On rare occasions, the position requires lifting up to twenty (20) pounds.

Environmental Conditions:

Position operates in a professional office environment that involves everyday risks or discomforts that require normal safety precautions.

This job description is intended to describe the general nature and level of work performed. It is not intended to be an all-inclusive list of responsibilities, duties and skills required. Duties of a position may change with or without prior notice based on the needs of the organization.


Testimonials

Thank you Shafer Insurance Agency with saving me over $1,600 per year on my current homeowners and auto insurance policies. I can’t believe I’ve been over paying for 25 years! Plus, I now have more coverage then I previously had. I will definitely recommend Shafer Insurance to everyone needing to re-evaluate their current coverage!

Jennifer Sandifer

I contacted the Shafer Insurance Agency with multiple insurance needs, and everyone I have come in contact with has been beyond helpful and friendly. Kim promptly directed me to who I needed to speak with. Stanton Oster and Mike Compton were both very professional, thorough, and efficient with getting my insurance needs quoted. Carol and Lynn were both very quick with sending out all the needed paperwork along with sending me copies of my new insurance policies. Overall, great customer service, and great experience. I’d recommend them to anyone looking for any type of insurance!

Shanetha Collier

What a GREAT group of people, First agent I have ever had that actually tries to save you money. How Refreshing!

Larry Massey

Our company uses Shafer Insurance because of the outstanding service their company provides consistently. Not only do they work to find us the lowest premiums but when ever we have an issue they work hard to make sure the issue is resolved no matter what it is. I consider Shafer Insurance to be more than a vendor .. they are a partner with our company. .. one that I trust. Anyone would be well served to use Shafer Insurance for all their insurance needs.

Stewart Ritchie

Got a reasonable quote in a timely fashion from a friendly agent. That’s an A. One company had me wait 24 hrs and substantial price difference.

Carolyn Kincaid