Policy Manager
2 weeks ago
Job Title: Policy Manager
Location: Remote
Job Type: Full-time
Key Responsibilities:
Develop and implement strategies to attract and acquire new clients.
Identify and leverage opportunities to cross-sell policies to existing clients.
Manage and optimize a high portfolio of assets under management (AUM).
Stay updated on products and industry trends to effectively serve clients.
Build and maintain strong client relationships and provide excellent service.
Qualifications:
Bachelor's degree in Business Finance or related field; advanced degree or certifications preferred.
Proven experience in client acquisition, cross-selling, and asset management.
Strong product knowledge and communication skills.
Ability to manage and grow a substantial portfolio.
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