About The Position
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.
Requirements
- 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
Responsibilities
- 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.
Benefits
- monthly commission plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
