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Customer Portfolio Manager

2 months ago

Kaneohe, Hawaii, United States New York Life Oahu Full time

About New York Life Oahu

We are a leading insurance company seeking an experienced insurance agent to join our team. As a key player in our organization, you will be responsible for maintaining and growing customer portfolios, developing strategies for promoting new insurance contracts, and collecting key client information for risk profiles.

Key Responsibilities

  • Portfolio Management: Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders.
  • Client Engagement: Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs.
  • Industry Expertise: Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.
  • Sales Strategy: Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients.
  • Risk Management: Develop and deliver risk management strategies for each customer based on their risk profile.

Qualifications

  • Insurance Industry Knowledge: Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations.
  • Professional License: Job seekers must have an insurance license.
  • Technical Skills: Some experience with accounting or sales lead software is beneficial.
  • Education: High school diploma mandatory; four-year undergraduate degree strongly preferred.
  • Soft Skills: Excellent communication, customer service, analytical, and interpersonal skills are necessary.