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Insurance Partner-Management Fast Track

New York Life Insurance Company - Tulsa
Tulsa, OK Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/15/2025

We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now! Compensation :

60,000 - $120,000 yearly

Responsibilities :

  • Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding
  • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates
  • Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
  • Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
  • Consult with clients to help process quotes and issue renewals or any updates needed to current policies

Qualifications :

  • Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
  • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
  • Associates or Bachelor’s degree required, or commensurate insurance industry experience
  • Candidates should be very strong communicators and problem solvers, and have great follow-up skills
  • Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
  • About Company

    About New York Life...

    As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

    New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

    Salary : $60,000 - $120,000

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