Insurance Sales Professional
4 weeks ago
About New York Life Oahu
We are a leading insurance company seeking an experienced professional to join our team as an Insurance Agent. As a key member of our organization, you will play a crucial role in maintaining and growing our customer portfolios.
Responsibilities:
- Ensure accurate and timely maintenance of bookkeeping systems, sales databases, and customer records to report progress toward monthly initiatives to stakeholders.
- Develop and implement effective sales strategies and tactics to maintain and grow existing customer portfolios comprised of loyal, long-term clients.
- Stay up-to-date on industry protocols and policy changes to ensure fulfillment of all policy requirements and monitor insurance claims to ensure mutual satisfaction.
- Collaborate with clients to understand their unique needs and develop personalized risk management strategies based on their risk profiles.
- Utilize strong communication and interpersonal skills to build and maintain strong relationships with clients and stakeholders.
Qualifications:
- Proven understanding of the insurance industry, including insurance products, risk management, and relevant state and federal regulations.
- Current insurance license required.
- Experience with accounting or sales lead software is beneficial.
- High school diploma mandatory; four-year undergraduate degree strongly preferred.
Compensation: $100,000+ yearly
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