Disability Review Specialist (Remote)
About The Position
The Disability Review Specialist is responsible for proactively calling, renewing, and making coverage recommendations for disability policyholders, while cross-selling additional products as directed. Meets established sales targets and other quality of business factors. Significantly contributes to customer retention efforts by establishing customer rapport through mutual trust and respect. Your Impact: Proactively places outbound calls to existing customers with disability policies within specified timeframe. Customers include those with new disability policies still within their first twelve months of coverage, and customers with disability policies that are approaching retirement age. Maximizes opportunities to upgrade the customer’s existing disability policy and cross-sell additional products to achieve sales goals. Reviews the customer’s current coverage and makes recommendations for the future. Responsible for meeting individual sales and quality of business targets. Reviews and analyzes sales reports and other data to monitor progress towards stated goals. Provides input to management to help identify opportunities to improve sales. Responds to customer inquiries and resolves problems professionally, accurately and on a timely basis. Refers questions to an appropriate resource if unable to resolve problem. Follows up regarding pending or incomplete sales transactions as needed. Participates in business retention activities as directed by management. Keeps customers informed about available products and services, pricing, and new insurance products and/or promotions. Generates periodic reports for manager summarizing results. Maintains insurance product knowledge and strives to improve selling techniques.
Requirements
- Associate degree in business, marketing or related field.
- 1+ year of sales/customer service experience, preferably in the insurance industry.
- Basic PC skills required, including Excel, Word, and Adobe software, CRM tool experience preferred
- Prior phone and email communication experience.
- NYS Life and Health insurance license is required for this position.
Responsibilities
- Proactively places outbound calls to existing customers with disability policies within specified timeframe.
- Maximizes opportunities to upgrade the customer’s existing disability policy and cross-sell additional products to achieve sales goals.
- Reviews the customer’s current coverage and makes recommendations for the future.
- Responsible for meeting individual sales and quality of business targets.
- Reviews and analyzes sales reports and other data to monitor progress towards stated goals.
- Provides input to management to help identify opportunities to improve sales.
- Responds to customer inquiries and resolves problems professionally, accurately and on a timely basis.
- Refers questions to an appropriate resource if unable to resolve problem.
- Follows up regarding pending or incomplete sales transactions as needed.
- Participates in business retention activities as directed by management.
- Keeps customers informed about available products and services, pricing, and new insurance products and/or promotions.
- Generates periodic reports for manager summarizing results.
- Maintains insurance product knowledge and strives to improve selling techniques.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
