
Insurance Portfolio Manager
Welcome to New York Life, one of the leading insurance companies in the country. We are currently seeking a highly skilled and motivated Insurance Portfolio Manager to join our team. As an Insurance Portfolio Manager, you will play a crucial role in managing our clients' insurance policies and ensuring their financial security. This is a challenging and rewarding opportunity for individuals with strong analytical skills, knowledge of the insurance industry, and a passion for helping others. If you have a track record of delivering exceptional results and are looking for a dynamic and supportive work environment, we would love to hear from you.
- Manage and oversee a portfolio of insurance policies for clients, ensuring accuracy, compliance, and timely updates.
- Develop and maintain relationships with clients to understand their insurance needs and provide personalized recommendations.
- Conduct regular policy reviews to identify any gaps in coverage and make adjustments as needed.
- Collaborate with other teams and departments to ensure seamless client experience and efficient management of policies.
- Stay updated on industry trends and changes in regulations to provide clients with the most current and relevant information.
- Utilize analytical skills to assess risks and make data-driven decisions for clients' insurance portfolios.
- Assist clients with any inquiries or concerns related to their policies.
- Work closely with underwriters to negotiate terms and conditions for new and existing policies.
- Keep accurate records and documentation of all policy changes, transactions, and client interactions.
- Continuously evaluate and improve processes to enhance the overall efficiency and effectiveness of insurance portfolio management.
Bachelor's Degree In Business, Finance, Or A Related Field.
Minimum Of 5 Years Of Experience In Insurance Portfolio Management.
Strong Knowledge Of Insurance Products And Industry Regulations.
Proven Track Record Of Successfully Managing And Growing Insurance Portfolios.
Excellent Communication, Analytical, And Problem-Solving Skills.
Risk Management
Financial Analysis
Project Management
customer service
Market
Relationship Building
Team Leadership
sales and marketing
Asset allocation
Portfolio optimization
Insurance Products
Investment Strategies
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Problem Solving
Time management
creativity
Attention to detail
Teamwork
Adaptability
According to JobzMall, the average salary range for a Insurance Portfolio Manager in New York, NY, USA is $100,000-$150,000. However, this can vary depending on the specific company, experience, and other factors. Some insurance portfolio managers may make over $200,000 per year.
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New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.

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