A privately-owned independent insurance agency.

Finance

Insurance

Shepherd Insurance

Shepherd Insurance's headquarters in Carmel, IN, United States

Quinn Shepherd

Steve Strigler

Dennis Lizotte - CIC

Margaret Howser

Patrick Del Medico

Tom Niccum

Steve Gregory

Anderson White

David Moore

Robin Cornelius

Angela Smith

Derek Rogers, CRM

Paula Crandall

Pete Harrington

David Shepherd

The Account Management team at Shepherd Insurance is responsible for maintaining and enhancing client relationships by managing their insurance policies and coverage needs. Team members handle various lines of business, including personal, commercial, healthcare liability, and employee benefits insurance, ensuring clients receive personalized service and support. Their duties include policy servicing, renewal processing, claims assistance, and ensuring clients have the appropriate coverage to mitigate risk effectively. The team works collaboratively to deliver tailored insurance solutions across different regions and industries.

Account Management

The Sales Team at Shepherd Insurance is responsible for identifying and securing new business opportunities, maintaining client relationships, and achieving sales targets. This team, consisting of Sales Executives, Senior Sales Executives, and a Senior Sales Manager, works collaboratively to develop customized insurance solutions for clients, drive revenue growth, and support the company's strategic objectives.

Sales Team

The Finance Team at Shepherd Insurance handles the company's financial management and reporting. Responsibilities include maintaining accurate financial records, processing transactions, budgeting, and ensuring compliance with financial regulations. They also oversee revenue recognition, provide financial insights to support strategic decisions, and ensure overall fiscal health of the agency.

Finance Team

The Data and Analytics team at Shepherd Insurance focuses on leveraging data to optimize decision-making, drive business strategies, and ensure data integrity. This team is responsible for analyzing insurance-related data, training staff on data best practices, and developing analytical tools to enhance operational efficiency and client service.

Data and Analytics

The Marketing Team at Shepherd Insurance is responsible for developing and executing brand strategies, managing communications, and enhancing the company's visibility and outreach. They work collaboratively to create and implement marketing campaigns, ensure brand consistency, and engage with customers across various platforms to promote the agency's services and values.

Marketing Team

The Leadership Team at Shepherd Insurance is responsible for setting the strategic direction and vision of the agency while ensuring operational efficiency and excellence. Composed of the CEO and Executive Partners, this team oversees company performance, fosters a collaborative culture, and drives innovation to meet client needs and enhance business growth.

Shepherd Insurance

Org chart

Board & advisors

Teams

Account Management

Sales Team

Finance Team

Data and Analytics

Marketing Team

Leadership Team

Offices

Shepherd Insurance

Org chart

Board & advisors

Teams

Account Management

Sales Team

Finance Team

Data and Analytics

Marketing Team

Leadership Team

Offices

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