Insurance Portfolio Manager

7 days ago


Louisburg, North Carolina, United States Farm Bureau - Louisburg Full time
About Us
We are a leading insurance firm dedicated to helping people achieve their financial goals. We live by our motto and strive to provide exceptional service to our clients.

Compensation:$50,000+ yearly

Job Description
We are seeking an experienced insurance agent to join our team. As an insurance portfolio manager, you will be responsible for maintaining and growing existing portfolios by developing and implementing effective sales strategies that cultivate long-term customer loyalty. You will work closely with clients to understand their risk profiles and develop tailored risk management strategies directly with them.

Key Responsibilities
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish.
  • Create customized risk management strategies that align with client risk profiles.
  • Maintain and grow existing portfolios through effective sales strategies and customer service.
  • Keep accurate records of client information, sales data, and related organizational tools to report progress to stakeholders.
  • Conduct consultations with new and potential clients to assess their priorities and finances and determine suitable insurance plan options.

Requirements
  • Basic computer skills with proficiency in Microsoft Office suite.
  • Strong interpersonal skills, communication skills, customer service skills, and analytical skills.
  • Experience with accounting or sales lead software is beneficial.
  • High school diploma required; bachelor's degree preferred.
  • Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations.

About Farm Bureau - Louisburg

We value our employees and strive to create a positive work environment that promotes growth and development.



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