Policy Review Specialist - Personal Lines

Brown & Brown Insurance•New York, NY

2d•$21 - $22•Onsite

About The Position

Pearl Insurance is seeking a Policy Review Specialist to join their growing team. The Policy Review Specialist is responsible for retaining policyholders and improving the overall retention of the customer base, with a focus on policyholder renewals and book rolls. This role meets established retention targets and other quality of business factors. The specialist establishes customer rapport through mutual trust and respect.

Requirements

Current NYS Property & Casualty or Personal Lines license
Associates degree
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

Nice To Haves

Knowledge of insurance administration software

Responsibilities

Places outbound calls to customers within a specified timeframe before the 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 the 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.