Insurance Relationship Manager
2 weeks ago
We are looking for a dedicated and personable Insurance Partner to enhance our agency's performance. The ideal candidate is a proactive team member who thrives in a dynamic environment. In this position, you will be responsible for client interactions, fostering and nurturing essential relationships, and meticulously managing policy details and documentation.
This role is vital for our team, with a strong focus on client service aimed at driving ongoing sales and renewals. We provide industry-specific training for candidates who demonstrate a commitment to excellence.
Compensation:$60,000 - $150,000 annually
Key Responsibilities:- Inspire and guide a team of insurance agents to surpass sales objectives.
- Recruit and develop top-tier insurance professionals, offering continuous coaching.
- Design and execute innovative sales strategies to expand the client base and increase revenue.
- Track team performance, provide constructive feedback, and ensure compliance with industry standards.
- Stay informed on industry developments to refine sales strategies and enhance processes.
- Establish robust client relationships, ensuring exceptional service and meeting insurance requirements.
- Maintain precise sales records, monitor performance, and report findings to management.
- Ensure adherence to industry regulations and organizational policies.
- Continuously explore new techniques to enhance sales processes and client engagement.
- Demonstrated sales experience with a proven history of achieving revenue goals.
- Outstanding interpersonal and communication skills, emphasizing exceptional customer service.
- Strong organizational abilities for managing client communications, documentation, and administrative responsibilities.
- Basic understanding of insurance products or a readiness to learn quickly.
- Proactive problem-solving skills for addressing client concerns.
- Attention to detail to guarantee accuracy in policy management and client interactions.
- Ability to collaborate effectively with colleagues and departments for seamless service delivery.
- Flexibility in a fast-paced environment with shifting priorities.
- Capability to identify opportunities for upselling and cross-selling insurance offerings.
- Preferred: 2+ years of management experience, MBA, or related advanced education.
- High standards of professionalism, ethics, and integrity in client dealings.
- Willingness to participate in training to enhance insurance and sales knowledge.
With a legacy spanning over 175 years, New York Life is a leading mutual life insurance company in the U.S., committed to providing financial security and stability to its policyholders.
As a distinguished organization, New York Life offers fulfilling career opportunities. Its strong values, emphasis on employee development, and dedication to enhancing policyholders' lives create an environment that promotes both personal and professional growth.
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