Insurance Jobs in New York
Insurance jobs in New York are among the most active in the country, concentrated in commercial lines, employee benefits, and specialty risk across the financial services, healthcare, and real estate sectors, with openings at every level from entry-level customer service representatives through senior underwriters and actuaries. New York City, White Plains, and Melville are the largest hiring centers, home to established carriers and brokerages including MetLife, Chubb, and AIG. The most in-demand specialties are commercial property and casualty underwriting, claims management, and employee benefits consulting. Find a role that fits below and apply directly.
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ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
POSITION:
The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm. This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm, representing Rockefeller in national advisor calls, internal conferences, and complex client engagements. The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning through placement, and clearly communicate outcomes to advisors and senior leadership.
Responsibilities:
- Lead life insurance case creation, including planning discussions, fact-finding, and client objective gathering in partnership with Private Advisors.
- Prepare and present Rockefeller Capital Management–branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
- Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
- Present insurance strategies, product structures, and associated financials directly to clients and advisors.
- Serve as the primary point of contact for underwriting, coordinating closely with the firm’s Broker General Agent, Ash, to drive efficiency and outcomes.
- Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
- Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
- Review existing insurance portfolios for pricing, efficiency, and policy health, identifying opportunities for optimization or restructuring.
- Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
- Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing case management best practices.
- Own and manage the Proformex book management tool, including data feeds, user access, and report creation.
- Support policy servicing needs as required, including agent of record transfers, ownership changes, and data linkage.
- Coordinate and manage third-party resources and specialists, reporting progress and outcomes to Managing Director leadership.
- Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
- Remain accountable for defined and measured goals related to insurance activity and execution.
QUALIFICATIONS
- A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
- Series 7 or 6, 63, and life and health insurance licenses required.
- Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU, ChFC, etc.).
SKILLS:
- Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
- Ability to assess complex client needs and design appropriate, scalable insurance solutions.
- Strong presentation, communication, and advisor-facing relationship management capabilities.
- Proven ability to manage high-volume casework end-to-end with precision and accountability.
- Demonstrated leadership and mentoring capability despite individual contributor role.
- Ability to work under pressure, meet deadlines, and deliver consistent execution results.
- Strategic and tactical thinker with a collaborative, solution-oriented approach.
- High level of professionalism, adaptability, and personal accountability.
COMPENSATION RANGE:
The anticipated base salary range for this role is $200,000 to $250,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
POSITION:
The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm. This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm, representing Rockefeller in national advisor calls, internal conferences, and complex client engagements. The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning through placement, and clearly communicate outcomes to advisors and senior leadership.
Responsibilities:
- Lead life insurance case creation, including planning discussions, fact-finding, and client objective gathering in partnership with Private Advisors.
- Prepare and present Rockefeller Capital Management–branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
- Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
- Present insurance strategies, product structures, and associated financials directly to clients and advisors.
- Serve as the primary point of contact for underwriting, coordinating closely with the firm’s Broker General Agent, Ash, to drive efficiency and outcomes.
- Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
- Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
- Review existing insurance portfolios for pricing, efficiency, and policy health, identifying opportunities for optimization or restructuring.
- Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
- Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing case management best practices.
- Own and manage the Proformex book management tool, including data feeds, user access, and report creation.
- Support policy servicing needs as required, including agent of record transfers, ownership changes, and data linkage.
- Coordinate and manage third-party resources and specialists, reporting progress and outcomes to Managing Director leadership.
- Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
- Remain accountable for defined and measured goals related to insurance activity and execution.
QUALIFICATIONS
- A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
- Series 7 or 6, 63, and life and health insurance licenses required.
- Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU, ChFC, etc.).
SKILLS:
- Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
- Ability to assess complex client needs and design appropriate, scalable insurance solutions.
- Strong presentation, communication, and advisor-facing relationship management capabilities.
- Proven ability to manage high-volume casework end-to-end with precision and accountability.
- Demonstrated leadership and mentoring capability despite individual contributor role.
- Ability to work under pressure, meet deadlines, and deliver consistent execution results.
- Strategic and tactical thinker with a collaborative, solution-oriented approach.
- High level of professionalism, adaptability, and personal accountability.
COMPENSATION RANGE:
The anticipated base salary range for this role is $200,000 to $250,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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Find Insurance JobsInsurance Jobs by City in New York
Where New York roles are concentrated, by current openings.
Insurance Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- USI Insurance Services125
- State Farm56
- EXL34
- Liberty Mutual Insurance22
- Alliant Insurance Services19
Top Industries Hiring
- Insurance333
- Consulting & Professional Services33
- Technology & Software31
- Investment & Asset Management25
- Banking & Financial Services15
What New York Employers Look For
The qualifications that appear most often in insurance jobs across New York.
- Active New York state insurance license (Property & Casualty or Life & Health) required
- Bachelor's degree in business, finance, risk management, or a related field preferred
- One to three years of experience in underwriting, claims, or insurance brokerage
- Proficiency with industry management systems such as Applied Epic or Vertafore
- Strong knowledge of commercial or personal lines coverage forms and policy language
- Professional designation such as CPCU, CIC, or AINS preferred for senior roles
Insurance Jobs in New York: Frequently Asked Questions
How do you become an insurance professional in New York?
To work in insurance in New York you must obtain a license through the New York State Department of Financial Services. The path depends on your line of authority: Property and Casualty or Life, Accident and Health are the most common. You complete a pre-licensing education course, pass the relevant state exam, and submit a license application through the DFS online portal. A bachelor's degree in business or finance strengthens your candidacy with most employers.
Which companies hire insurance professionals in New York?
Employers hiring insurance professionals in New York right now include USI Insurance Services, State Farm, and EXL, based on current listings on Migrate Mate as of June 2026. New York's concentration of global carriers, Lloyd's syndicates, and large brokerage firms makes it one of the deepest insurance hiring markets in the country.
Which New York cities have the most insurance jobs?
New York, Uniondale, and Rye Brook account for the most insurance openings in New York. New York City dominates because of its density of global carriers, reinsurers, and brokerage headquarters, while White Plains draws significant commercial lines and employee benefits activity from Westchester-based employers, and Melville on Long Island hosts a strong concentration of regional carriers and specialty brokers.
Are there remote insurance jobs in New York?
Yes, and more than most fields. About 28% of insurance openings tied to New York are remote or hybrid as of June 2026, reflecting how much of the work, quoting, policy servicing, claims review, and benefits administration, is document and systems driven. Underwriting, actuarial analysis, and commercial lines account management are the roles most commonly offered on a fully remote or hybrid basis.
How can I get hired in insurance in New York with little or no experience?
The most realistic entry path is obtaining your New York Property and Casualty or Life and Health license first, which signals seriousness to employers before your first interview. Large New York carriers like MetLife and Chubb run structured associate underwriting and claims trainee programs specifically designed for recent graduates. Adjacent roles such as customer service representative, policy processing specialist, or insurance coordinator are common stepping stones at regional brokerages and agency groups across the five boroughs and Long Island.
Where can I find and apply to insurance jobs in New York?
You can find and apply to insurance jobs in New York on Migrate Mate, which lists current openings from employers actively hiring across the state. Search the listings, find roles that fit your experience and license type, and apply directly to the ones that match.
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