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Insurance manager Jobs in Washington, DC

Last updated: 20 hours ago
  • Promoted
Life Insurance Producer / Client Relationship Manager

Life Insurance Producer / Client Relationship Manager

Winged Keel GroupWashington, DC, US
Full-time
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net...Show moreLast updated: 18 days ago
  • Promoted
Insurance Underwriter

Insurance Underwriter

Diedre Moire Corp.Potomac, Maryland, US
$100,000.00–$300,000.00 yearly
Full-time
Ins Underwriter - Massage Tattoo Piercing Nails Gyms - Potomac, MD.You could be just the right applicant for this job Read all associated information and make sure to apply.Underwriter Specialty Pr...Show moreLast updated: 6 days ago
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Insurance Agent

Insurance Agent

Millennium Recruiting, Inc.Washington, DC, US
$45,000.00–$100,000.00 yearly
Full-time
Incredible Growth Opportunities.World Class Mentors and Leaderships Teams.AO is looking for overachievers that pride themselves on developing incredible working and client relationships, have outst...Show moreLast updated: 27 days ago
REMOTE Regional Life Insurance Manager

REMOTE Regional Life Insurance Manager

AO South Nicki GriffithsWashington, DC, US
Remote
Full-time
Quick Apply
Remote Client Success Specialist – Globe Life AO Globe Life AO is excited to offer 100% remote, work-from-home opportunities that allow you to build a rewarding career while maintaining a hea...Show moreLast updated: 2 days ago
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Remote - Insurance Representative

Remote - Insurance Representative

AO Garcia AgencyArlington, VA, US
Remote
Full-time
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...Show moreLast updated: 9 days ago
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Account Manager at Independent Insurance Agency, Personal Lines

Account Manager at Independent Insurance Agency, Personal Lines

Joseph W McCartin Insurance IncBeltsville, MD, US
Part-time
Join our team of 25+ agents at Joseph W.We've been in business since 1967, and we can help you further your insurance career! If you have the. As an Account Manager, you should have experience w...Show moreLast updated: 30+ days ago
  • Promoted
Personal Lines Insurance Account Manager - McGriff Insurance - Hybrid

Personal Lines Insurance Account Manager - McGriff Insurance - Hybrid

Marsh LLCMcLean, VA, United States
Full-time
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to ...Show moreLast updated: 6 days ago
Insurance Tax Manager - United States

Insurance Tax Manager - United States

PwC US Tax LLPWashington,DC
Remote
Full-time
SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact...Show moreLast updated: 30+ days ago
Commercial Insurance, Account Manager (remote)

Commercial Insurance, Account Manager (remote)

NFPWashington, DC
Remote
To apply for this position please.The primary function of this position is to provide quality service to clients and cross-sell / account-round within the existing book of business.The Account Manage...Show moreLast updated: 30+ days ago
  • Promoted
Life Insurance Agent

Life Insurance Agent

New York Life - Bethesda, MDBethesda, MD, US
$85,000.00–$125,000.00 yearly
Full-time
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...Show moreLast updated: 5 days ago
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  • New!
Product Manager, Insurance

Product Manager, Insurance

Union PrivilegeWashington, DC, United States
Full-time
Job DescriptionJob Description.Union Privilege, doing business as Union Plus, provides a wide range of programs, discounts, and services to support the nearly 15 million members of the 60+ unions t...Show moreLast updated: 20 hours ago
Insurance Program Manager

Insurance Program Manager

DC Department of Human ResourcesOne Judiciary Square
$99,513.00–$139,318.00 yearly
This position will operate as an Insurance Manager and is located in the Captive Insurance Agency ("the Captive"), which is overseen by the Office of Risk Management (ORM) in the Executive Office o...Show moreLast updated: 30+ days ago
Insurance Agent / Insurance Professional

Insurance Agent / Insurance Professional

New York LifeAlexandria, VA
As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for yourself in the process. Utilizing our expansive product lines, our A...Show moreLast updated: 30+ days ago
  • Promoted
Insurance Verifier FT

Insurance Verifier FT

United Surgical PartnersBethesda, MD, United States
Full-time
Full-TIme Insurance Verification Clerk.Physicians' Surgery Center of Tidewater is seeking a detail-oriented and experienced. The ideal candidate will be responsible for verifying insurance coverage,...Show moreLast updated: 1 day ago
  • Promoted
Insurance Consulting Underwriting Consultant / Manager

Insurance Consulting Underwriting Consultant / Manager

AccentureArlington, VA, United States
$237,800.00 yearly
Full-time
Accenture is a leading global professional services company that helps the worlds leading businesses, governments and other organizations build their digital core, optimize their operations, accele...Show moreLast updated: 2 days ago
Product Manager, Insurance

Product Manager, Insurance

U.S. News & World ReportDC, Washington
Remote
News empowers everyone to thrive.In this position you will have the opportunity to leverage your strengths and skills to launch new products and optimize existing ones. We are seeking a motivated, h...Show moreLast updated: 30+ days ago
  • Promoted
Sr. Product Manager - Insurance Platform

Sr. Product Manager - Insurance Platform

GEICOChevy Chase, MD, US
$143,000.00–$224,000.00 yearly
Full-time
GEICO is looking for an accomplished, customer obsessed, and results oriented Senior Product Manager to join GEICO's Product team. GEICO is looking for an accomplished, customer obsessed, and result...Show moreLast updated: 20 days ago
Insurance Sales Manager

Insurance Sales Manager

Dorr AgencyAlexandria, VA, US
Quick Apply
Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeking a motivated, coachable licensed and non-licensed agent to join our team.We...Show moreLast updated: 30+ days ago
Manager, Global Insurance

Manager, Global Insurance

World VisionWashington DC, United States
$82,894.00–$103,618.00 yearly
Full-time
With over 70 years of experience, our focus is on helping the most vulnerable children overcome poverty and experience fullness of life. We help children of all backgrounds, even in the most dangero...Show moreLast updated: 30+ days ago
Life Insurance Producer / Client Relationship Manager

Life Insurance Producer / Client Relationship Manager

Winged Keel GroupWashington, DC, US
18 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Firm Summary :

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.

Position Summary :

The primary function of the Producer / Client Relationship Manager (CRM) is to proactively market the products and services we offer to existing and new Centers of Influence and potential clients. The CRM will be expected to develop expertise with respect to the products and services we offer, and with the acquisition strategies our clients and their advisors employ to acquire such products. Further, our expectation is that the CRM will perform at a level of quality that enhances the reputation of Winged Keel Group which will enable and expand client relationships.

Position Responsibilities :

  • Understand, and present a spectrum of life insurance and annuity products available from major life insurance companies.
  • Lead lunch and learns and informational meetings to educate referral sources on products and services.
  • Cultivate long term relationships with Centers of Influence (e.g., Trust & Estate Attorneys, Investment Managers, Financial Advisors, Multi-Family Offices, and Single Family Offices) to generate referrals.
  • Consistently achieve annual sales targets and goals
  • Create proactive sales plans to generate revenue.
  • Work collaboratively with other CRMs and manage new opportunities through closing, working with internal Case Design and Underwriting teams.
  • Ensure ongoing policy servicing in conjunction with internal Client Service team.

Ideal Candidate will Possess the Following :

  • Bachelor’s degree
  • 5+ years experience in the life insurance industry
  • Life insurance license
  • FINRA Series 6 or 7, and 63 registrations
  • Understanding of technical aspects in life insurance strategies
  • Strong knowledge of life insurance products, tax laws, and estate planning
  • Superior networking / relationship building and interpersonal skills
  • Ability to proactively prospect referrals in the ultra-affluent market
  • Strong closing capabilities
  • Effective listener and communicator
  • Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment
  • Ability to work well both independently and in a team environment
  • Critical reviewer and creative thinker
  • Working Conditions / Demands / Complexity :

  • Commission-based with draw
  • Comprehensive benefit package includes medical, dental, vision, life, disability, 401(k), FSA, and other voluntary benefits.
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