Insurance Portfolio Manager

4 weeks ago


Edmond, Oklahoma, United States gpac Full time

Job Title: Insurance Portfolio Manager

Job Summary:

We are seeking an experienced Insurance Portfolio Manager to join our team at gpac. As a key member of our team, you will be responsible for managing a portfolio of personal lines insurance accounts, providing exceptional service to clients, and building strong relationships through regular communication.

Responsibilities:

  • Manage a portfolio of personal lines insurance accounts, providing exceptional service to clients.
  • Review and assess client insurance needs, recommend coverage options, and prepare quotes.
  • Assist clients in claims processing, ensuring a smooth and efficient resolution.
  • Stay up-to-date on industry trends and insurance products to provide informed advice.
  • Build and maintain strong client relationships through regular communication.

Requirements:

  • Minimum of 2 years of personal lines insurance experience.
  • State insurance license (Property & Casualty Required).
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and organizational abilities.
  • Customer-centric mindset with a passion for helping others.
  • Ability to work independently and as part of a team.

Preferred Qualifications:

  • Bachelor's degree in business, Finance, or a related field.
  • Experience with insurance software and CRM systems.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced Insurance Portfolio Manager looking for a new challenge, please submit your application to gpac.



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