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Insurance Relationship Manager
2 months ago
We are seeking a dedicated and personable Insurance Relationship Manager to elevate our agency's success. The ideal candidate is a proactive team player capable of thriving in a dynamic work environment. In this pivotal role, you will oversee client communications, cultivate essential relationships, and meticulously manage policy details and documentation within a secure system. This position emphasizes exceptional client service to promote ongoing sales and renewals. We offer industry-specific training for the right individual who demonstrates a commitment to excellence.
Compensation:$60,000 - $150,000 annually
Key Responsibilities:- Motivate, mentor, and guide a team of insurance agents to exceed sales objectives and performance benchmarks.
- Leverage your recruitment expertise to identify, attract, and onboard high-caliber insurance professionals who will enhance the team's success. Provide continuous coaching, training, and mentorship to refine their sales techniques and product knowledge.
- Design and implement innovative sales strategies, pinpointing opportunities to broaden the client base and boost revenue.
- Conduct regular coaching sessions, track team members' progress, and offer constructive feedback to foster their growth and capabilities.
- Stay abreast of industry trends, competitive dynamics, and market changes to make informed decisions and adjust sales strategies as needed.
- Build and maintain strong client relationships, ensuring exceptional service and effectively addressing their insurance needs.
- Keep accurate records of sales activities, monitor team performance, and produce regular reports for management review.
- Ensure compliance with industry regulations and company policies in all sales activities and practices.
- Continuously explore new methods and techniques to enhance sales processes, improve customer engagement, and achieve ambitious growth targets.
- Proven experience in sales, with a successful track record of driving revenue and meeting sales goals.
- Outstanding interpersonal and communication skills, with a strong emphasis on delivering exceptional customer experiences.
- Strong organizational skills to effectively manage client interactions, documentation, and administrative responsibilities.
- A foundational understanding of insurance products and coverage, or a willingness to learn and quickly grasp essential concepts.
- Proactive problem-solving abilities to address client concerns and provide effective solutions.
- Attention to detail to ensure accuracy in policy management and client interactions.
- Ability to collaborate effectively with colleagues, agents, and departments to ensure seamless service delivery.
- Flexibility to adapt to changing priorities and client needs in a fast-paced environment.
- Capability to identify opportunities for upselling and cross-selling insurance products and services to meet client needs.
- 2+ years of management experience, an MBA, or higher education in a related field is preferred but not mandatory.
- Maintain a high level of professionalism, ethics, and integrity in all client interactions.
- Willingness to engage in training and development programs to enhance your insurance and sales expertise.
With a legacy of over 175 years, New York Life stands as one of the largest mutual life insurance companies in the U.S., committed to providing financial protection and stability to its policyholders.
As a distinguished organization, New York Life offers individuals the opportunity to build meaningful and rewarding careers. The company's strong values, focus on employee development, and commitment to positively impacting the lives of its policyholders create an environment that fosters both personal and professional growth.
