Insurance Portfolio Manager

3 weeks ago


Hollister, North Carolina, United States Farm Bureau Full time

We are seeking a seasoned insurance professional to join our team as an Insurance Portfolio Manager. In this role, you will be responsible for maintaining and growing existing customer portfolios by developing effective sales strategies that foster long-term relationships and drive revenue growth.

Key Responsibilities:

  • Remain up-to-date on industry changes and protocols to ensure seamless policy fulfillment and efficient claims management
  • Create tailored risk management plans in collaboration with clients, aligning with their unique risk profiles
  • Maintain accurate bookkeeping systems, sales databases, and customer records to track progress against monthly and quarterly sales targets
  • Demonstrate exceptional interpersonal and communication skills to effectively engage with new and potential clients, assessing their priorities and financial situations to determine suitable insurance plan options

Qualifications:

  • Basic computer proficiency with Microsoft Office suite required
  • Strong analytical, customer service, and sales skills necessary
  • Prior experience with accounting or sales lead software beneficial
  • High school diploma required; bachelor's degree preferred

Compensation: $50,000+ yearly salary



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