Insurance Portfolio Growth Specialist
3 weeks ago
Key Responsibilities:
* Research and identify new products that complement our existing portfolio
* Manage and maintain our Customer Relationship Management (CRM) system
* Create and track opportunity analysis presentations for senior leadership
* Conduct outreach to prospective partners through cold calling, emailing, and networking
* Collaborate with our marketing team to develop social media content and prospect outreach campaigns
Requirements:
* Bachelor's degree preferred
* Previous insurance experience preferred
* Excellent communication and interpersonal skills
* Proficient in Microsoft Office Suite and CRM software
* Strong organizational skills and attention to detail
* Ability to work independently and as part of a cross-functional team
* Proactive and results-oriented mindset
If you are a motivated and detail-oriented individual with a passion for business development, we encourage you to apply for this exciting opportunity.", "About Us": "AGIA Affinity is a dynamic and fast-growing company that strategically acquires small to mid-sized insurance organizations nationwide. Our team is dedicated to providing a collaborative work environment with opportunities for growth and development.", "Benefits": "AGIA Affinity offers a competitive compensation package, including vacation and sick compensation, health, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan.", "Requirements": "* Research and identify new products that complement our existing portfolio
* Manage and maintain our Customer Relationship Management (CRM) system
* Create and track opportunity analysis presentations for senior leadership
* Conduct outreach to prospective partners through cold calling, emailing, and networking
* Collaborate with our marketing team to develop social media content and prospect outreach campaigns
Qualifications:
* Bachelor's degree preferred
* Previous insurance experience preferred
* Excellent communication and interpersonal skills
* Proficient in Microsoft Office Suite and CRM software
* Strong organizational skills and attention to detail
* Ability to work independently and as part of a cross-functional team
* Proactive and results-oriented mindset"}
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