Title: Policy Review Specialist - Personal Lines (Remote in NY)
Full time
The Policy Review Specialist is responsible for retaining policyholders and improving overall retention of customer base, with a focus on policyholder renewals and book rolls. Meets established retention targets and other quality of business factors. Establishes customer rapport through mutual trust and respect.
Your Impact:
• Places outbound calls to customers within specified timeframe before renewal date for re-quote.
• Contacts relate to upcoming policy renewals and targeted book roll activities.
• Reviews and analyzes reports and other data to monitor progress towards stated goals.
• Analyzes the customer’s current insurance coverage and suggests additions or changes to retain and grow existing customer base.
• Maximizes opportunities to upgrade and/or cross-sell additional products and consistently asks for referrals to increase leads for the new business sales team.
• Efficiently and accurately calculates/presents quotes and writes insurance applications.
• Works knowledgably within carrier underwriting guidelines and effectively presents risks for consideration that fall outside of guidelines.
• Tracks quote activity and generates periodic reports for manager summarizing results.
• Responsible for meeting individual retention and quality of business targets.
• Fosters positive relationships with carrier contacts.
Successful Candidates Will Have:
• Associates degree and 2+ years’ experience in customer service and/or sales, preferably in the insurance industry
• Strong interpersonal skills and ability to effectively communicate by phone
• Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
• Self-directed with good decision making and time management skills
• Proficient PC skills, knowledge of insurance administration software preferred
• Current NYS Property & Casualty or Personal Lines license
Pay Range:
$21.63 - $21.63 Hourly