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Policy Review Specialist
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Job Description
- Req#: JR103031
Employer Industry: Insurance
Why consider this job opportunity:
- Salary range estimated between $45,000 - $61,000, including commission
- Comprehensive benefits package including medical, dental, vision, disability, life insurance, and retirement savings
- 10 days of paid time off and 11 paid holidays for eligible employees
- Opportunity for career advancement within a rapidly growing company
- Positive workplace culture with a focus on employee development
- Join a leading insurance wholesaler recognized as one of the largest intermediaries in the U.S.
What to Expect (Job Responsibilities):
- Place outbound calls to customers regarding upcoming policy renewals and targeted book roll activities
- Review and analyze reports to monitor progress towards retention goals
- Suggest additions or changes to customers' insurance coverage to retain and grow the existing customer base
- Maximize opportunities to cross-sell additional products and generate referrals
- Track quote activity and generate periodic reports summarizing results for management
What is Required (Qualifications):
- Associate's degree and a minimum of 2 years of experience in customer service and/or sales, preferably in the insurance industry
- Strong interpersonal and communication skills, particularly over the phone
- Superior listening skills and ability to identify customer needs through question-based selling
- Self-directed with effective decision-making and time management abilities
- Current NYS Property & Casualty or Personal Lines license
How to Stand Out (Preferred Qualifications):
- Proficiency in insurance administration software
- Experience in a sales role within the insurance sector
- Additional certifications related to insurance or customer service
#Insurance #CustomerService #CareerOpportunity #CompetitivePay #BenefitsPackage
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