Insurance Planning Manager – Remote

Job Description

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.

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