Insurance Account Manager

Are you an experienced Insurance Planning Manager with expertise in developing strategies for life insurance, health insurance, auto insurance, and long-term care planning? We are hiring a dynamic professional to lead insurance portfolio management, drive client satisfaction, and ensure financial security solutions are delivered with excellence.

Key Responsibilities

• Develop and execute insurance planning strategies tailored to client needs.

• Manage and oversee life, health, auto, disability, renters, and travel insurance plans.

• Conduct risk assessments and provide recommendations to mitigate financial exposure.

• Collaborate with advisors, underwriters, and clients to deliver the best insurance solutions.

• Ensure compliance with regulatory insurance requirements.

• Prepare reports, forecasts, and presentations for senior leadership.

• Train and mentor team members on insurance products and best practices.

Required Skills & Qualifications

• Bachelor’s degree in Finance, Business, or Insurance Management.

• Minimum 5+ years of experience in insurance planning or management.

• Strong knowledge of multiple insurance products and services.

• Excellent communication, analytical, and leadership skills.

• Familiarity with insurance laws and compliance.

• Professional certifications such as CLU, CFP, CPCU are highly desirable.