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Assistant Insurance Agent Training Program Jobs in New York

FSP, The Family Security Plan

Insurance Agent

Newark, NJ · On-site

$80K - $100K/yr

Successfully complete training and required sales courses. * Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members.

Kemper

Insurance Agent Trainee

Clifton, NJ

Life Insurance Sales Agent Employment Type: Full-Time with Benefits Work Arrangement: Field Role ... Training: New agents complete an onboarding development program that includes self-study, classroom ...

AAA Northeast

Insurance Sales Agent (59636)

Whitestone, NY · On-site

$27.25 - $33/mo

Launch Your Insurance Career with AAA Northeast - Paid Training, Licensing, and Unlimited Growth ... Participate in sales programs and maintain prospect files in the CRM system * Develop general ...

Promoted2

Remote Insurance Agent

Newark, NJ · Remote

$60K - $110K/yr

We provide all tools, comprehensive training, proven scripts, and mentorship needed to build a successful career. Role Overview Remote Insurance Sales Agent - meet virtually with pre-qualified leads ...

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Assistant Insurance Agent Training Program information

What is an assistant insurance agent training program?

An Assistant Insurance Agent Training Program is a structured learning initiative designed to prepare individuals for a career in the insurance industry, typically focusing on supporting licensed insurance agents. These programs teach the fundamentals of insurance products, customer service, regulatory compliance, and sales techniques. Trainees often gain hands-on experience through mentorship, job shadowing, and classroom instruction. Upon completion, participants are better equipped to assist agents, interact with clients, and may even pursue licensure themselves. These programs serve as an entry point for those interested in building a career in insurance.

What are the key skills and qualifications needed to thrive in an assistant insurance agent training program, and why are they important?

To succeed in an Assistant Insurance Agent Training Program, you need a foundational understanding of insurance products, customer service, and basic sales techniques, often supported by a high school diploma or equivalent. Familiarity with insurance management software, CRM systems, and, eventually, state insurance licensing is typically required. Strong interpersonal skills, attention to detail, and the ability to build rapport with clients are valuable soft skills. These competencies are crucial for effectively supporting agents, ensuring regulatory compliance, and delivering exceptional client experiences.

What can I expect from the team structure and support during the assistant insurance agent training program?

During the Assistant Insurance Agent Training Program, you'll typically work closely with experienced agents and managers who provide hands-on guidance and mentorship. The training often involves both classroom-style learning and shadowing opportunities, allowing you to build product knowledge and customer service skills in a supportive environment. You’ll be encouraged to collaborate with peers, ask questions, and participate in role-playing scenarios to prepare for real client interactions. This team-based approach is designed to help you build confidence and gain a strong foundation for a future career as a licensed insurance agent.

What is the difference between Assistant Insurance Agent Training Program vs Insurance Agent?

AspectAssistant Insurance Agent Training ProgramInsurance Agent
Required CredentialsTypically includes licensing prep, basic insurance knowledgeRequires licensing, certifications, sales skills
Work EnvironmentTraining setting, office, or remoteClient meetings, sales calls, office
Employer & Industry UsageInsurance companies, agencies, training programsInsurance agencies, brokerages, direct sales

The Assistant Insurance Agent Training Program prepares individuals with foundational insurance knowledge and licensing for entry-level roles, often as a stepping stone. Insurance Agents, on the other hand, actively sell policies, serve clients, and require full licensing and sales skills. The training program is ideal for those starting in the industry, while insurance agents are experienced professionals engaging directly with clients.

What are the most commonly searched types of Insurance Agent Training Program jobs in New York?

The most popular types of Insurance Agent Training Program jobs in New York are:

What cities in New York are hiring for Assistant Insurance Agent Training Program jobs?

Cities in New York with the most Assistant Insurance Agent Training Program job openings:

Assistant Insurance Agent Training Program jobs near you

Executive Assistant - Insurance

Ares Management Corporation

New York, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
Ares Management is seeking an experienced Executive Assistant (EA) with strong administrative support and organizational skills to provide high level professional support to executives within our Ares Insurance Solutions team.
Administrative support needs include managing a heavy and dynamic calendar, coordinating travel, handling expense reports, and answering calls from investors and other outside business partners, among other general support responsibilities, to ensure efficient and smooth day-to-day operations.
The ideal candidate must be proactive and operate at the goal level in providing insights and advice to top Secondaries professionals. The candidate must have excellent oral and written communication skills and be highly motivated and professional, with strong business judgment and an ability to think critically in a fast-paced environment. The candidate must also exercise a high level of discretion and confidentiality in all areas of the role.
Ares looks for people who are enthusiastic to grow their skills and take on new responsibilities to provide high-level value-add support for the professionals they cover, along with a willingness to pitch in and collaborate with other administrative team members, including sharing backup coverage needs.
PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES
Meetings and Calendaring
  • Goal-level calendar management, reflecting executive's and department's priorities and adapting as necessary, with excellent and proactive communication to involved parties
  • Extensive coordination and scheduling of internal and external meetings and conference calls, video conference meetings utilizing Outlook calendar and Zoom for senior level executives; includes arranging for catering, document distribution and ensuring conference room technology setup
  • Prioritize Outlook calendar items and informing the supported professional of meeting changes to keep them on schedule throughout the day
  • Manage communications between senior management, investors, and their assistants, coordinate conference calls, in-person meetings and distribution of relevant information
  • Source and print meeting or call-related documents in a timely manner prior to meeting commencement for respective participants
  • Schedule meetings and conference rooms as necessary using Ares protocol
  • Coordinate set up and clean up for catered meetings in conference rooms

Communications Leverage
  • Assist with communications and email management for the executive supported, including drafting responses for approval and communicating with internal and external professionals as necessary.
  • Act as a gate for inbound requests from internal and external investment professionals and have the ability to make judgments regarding criticality and compiling/presenting follow-ups and action items for decision-making

Travel and Expenses
  • Coordinate all aspects of domestic and international travel (air, ground, and lodging) for business and personal purposes; manage payment and maintain real-time tracking of meeting and itinerary changes.
  • Compose detailed itineraries for all travel and key meetings, print boarding passes and check-in executive for flights
  • Organize and create cash and AMEX expense reports using Ares's expense system, Concur
  • Heavy collaboration with other assistants in the department arranging travel and meetings
  • Maintain all relevant traveler profile information including passports, visas, and other documentation requirements
  • Compose detailed itineraries for travel and key meetings, print boarding passes and check-in professionals for their flights
  • Track flights to ensure they are on time and not cancelled

Project Work
  • Miscellaneous projects as needed, including financial analyses, coordination with third party service providers, and event management
  • After-hours and weekend accessibility and responsiveness
  • Participate in and help drive EA Program projects and initiatives that benefit administrative team members across the firm

Daily and Ongoing
  • Answer phones, screen calls, and take messages as appropriate
  • Maintain documents, records, reports in a discreet and confidential manner
  • Perform professional information searches and professional biography searches as needed
  • Register professionals for conferences and networking events in a timely manner
  • RSVP to client events on behalf of professionals
  • Coordinate various mailings (USPS and FedEx) and assist other assistants in the process when necessary
  • Print/bind decks and presentations when needed
  • Other duties as assigned

Collaboration
  • Provide back-up support to other senior executives when needed - this includes all administrative tasks, including managing inbound calls, preparing documents, coordinating meetings etc.
  • Partner with other assistants to develop systems and problem solve when needed

QUALIFICATIONS
Education: Bachelor's degree
Experience Required:
  • 5+ years as an Executive Assistant level experience supporting C-suite level executive(s)
  • Financial services experience

General Requirements:
  • Professional presence and excellent interpersonal skills; strong phone etiquette
  • Demonstrates an eager, can-do attitude, willing and wanting to learn and take on projects as needed in dynamic environment
  • Ability to manage time and priorities well in a deadline-driven, fast paced department
  • Flexible and able to multi-task and respond quickly to changing priorities
  • Highly responsive and able work on evenings and weekends as needed
  • Excellent problem-solving capabilities with timely resolution, demonstrating an ability to work independently with limited guidance and exercise independent judgment, including knowing when to elevate concerns or issues.
  • Able to anticipate problems and develop appropriate solutions while considering multiple viewpoints
  • Excellent, error-free written and verbal communication skills
  • Extremely detail oriented and highly organized
  • Proficient in Microsoft Office (Outlook, PowerPoint, Excel, Word)
  • Strong client service orientation
  • Ability to maintain professional demeanor in all situations

Reporting Relationships
Administrative Manager
Compensation
The anticipated rate for this position is listed below. Total compensation may also include a discretionary performance-based bonus.
$80,000-$100,000 / annum
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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