Insurance Portfolio Manager
5 days ago
We are seeking a highly motivated insurance agent to oversee a robust portfolio of clients and identify sales leads for insurance policies.
About the RoleThe successful candidate will have experience in cultivating a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies.
Responsibilities- Maintain and grow existing portfolios by developing effective sales strategies that foster long-term customer loyalty.
- Create tailored risk management strategies directly with clients based on their unique risk profiles.
- Stay up-to-date on evolving insurance industry protocols to ensure policy requirements are met and monitor insurance claims to customers' satisfaction.
- Update bookkeeping systems, customer records, and sales databases to report monthly and quarterly progress to stakeholders.
- Meet with new and potential clients to understand their needs, present insurance plan options tailored to their individual circumstances, and build strong relationships.
- A high school diploma is mandatory; a four-year undergraduate degree is strongly preferred.
- Proven understanding of the insurance industry, including insurance products, risk management, and state and federal regulations.
- An active insurance license is required.
- Experience with accounting or sales lead software is beneficial.
- Candidates should possess basic computer skills and proficiency in Microsoft Office programs.
$39,000 - $64,000 yearly salary, plus additional benefits to support your success in this role.
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Insurance Portfolio Manager
5 days ago
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Water Infrastructure Portfolio Manager
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Lead Credit Portfolio Manager
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Commercial Roofing Project Manager
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Senior Regional Operations Manager
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Senior Roofing Project Manager
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Regional Operations Manager
1 day ago
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Edmond, Oklahoma, United States Oklahoma AgCredit Full timeOverviewOklahoma AgCredit is a leading agricultural lending institution that provides loans, leases, and financial services to farmers, ranchers, and rural businesses. As a Senior Financial Reporting Accountant, you will play a crucial role in ensuring the accuracy and timeliness of our financial reports.Job DescriptionThe Senior Financial Reporting...