Client Relations Specialist

3 weeks ago


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


Are you an individual who excels in interpersonal communication, possesses strong analytical skills, and has a keen eye for detail? If this resonates with you, we invite you to explore an opportunity with us. We are in search of a decisive professional who is enthusiastic about connecting both new and existing clients with the insurance solutions that align with their unique requirements.

Ideal candidates will be intuitive communicators with a solid understanding of various insurance products and exceptional organizational capabilities.

If you are interested in a full-time role that provides flexibility, growth potential, and diverse responsibilities, we encourage you to consider this opportunity.

Key Responsibilities

  • Stay informed about industry standards and policy modifications to ensure compliance with all requirements, while overseeing claims to guarantee mutual satisfaction.
  • Deliver an exceptional level of personalized service by employing effective sales techniques that foster long-term client relationships.
  • Collaborate with policyholders to create and implement risk management strategies tailored to their specific profiles.
  • Engage with prospective clients to understand their priorities and financial situations, guiding them toward suitable insurance options that effectively address their needs.
  • Maintain accurate records in bookkeeping systems and sales databases, providing regular updates on progress toward goals to relevant stakeholders.

Required Qualifications

  • Strong communication, customer service, analytical, and interpersonal skills are essential.
  • Basic computer proficiency and familiarity with Microsoft Office applications are required.
  • An insurance license is mandatory.
  • A solid understanding of the insurance sector, its products, risk management profiles, and applicable regulations is necessary.
  • Experience with accounting or sales-related software is advantageous.


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