Insurance Solutions Manager
Core
Develops relationships with business segment partners to drive insurance referrals and provide technical/product support for Life, Personal Lines, Small Business, and other insurance capabilities.
Role type
Insurance Solutions Manager (Licensed)
Builds
Referral pipelines and insurance product adoption across bank segments
Domain
Banking / Insurance
Deliverable
client delivery
Required skills
Life insurance sales, relationship management, marketing plan implementation, issue resolution, training delivery, reporting, license maintenance
Preferred skills
Time management, prioritization, written and verbal communication, problem solving, multi-tasking, policy administration, Microsoft Excel and Word proficiency
Technologies
Microsoft Excel, Microsoft Word, Max (CRM)
Responsibilities
Develop business relationships with regional leaders and segment partners; implement training and referral activities; act as general relationship manager and technical support specialist; travel to meet partners and present insurance products; drive leads to insurance lines; attend segment meetings and train new bankers; run reports and field questions on leads; resolve segment partner issues; maintain applicable licenses and continuing education
Seniority
Individual Contributor, specialized role
