обновлено 6 дней назад
Policy Review Specialist - Personal Lines
22$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Policy Review Specialist - Personal Lines (Insurance): Retaining personal-lines policyholders through renewal reviews, re-quotes, book rolls, and targeted insurance sales with an accent on customer needs analysis, accurate quoting, and carrier underwriting guidelines. Focus on presenting coverage changes, cross-selling products, tracking retention results, and managing risks outside standard underwriting guidelines.
Location: Remote - US; role is specified as remote in NY
Pay: $21.63 hourly, plus eligibility for a monthly commission plan
Company
is part of Arrowhead Intermediaries, a global insurance distribution platform specializing in wholesale brokerage, program administration, and specialty insurance.
What you will do
- Place outbound calls before policy renewals to provide re-quotes and support targeted book roll activities.
- Review customer coverage and recommend additions or changes to retain and grow the existing customer base.
- Maximize upgrade, cross-sell, and referral opportunities for additional insurance products.
- Calculate and present quotes accurately and complete insurance applications.
- Apply carrier underwriting guidelines and present eligible risks that fall outside standard guidelines.
- Track quote activity, prepare periodic reports, meet retention targets, and maintain positive carrier relationships.
Requirements
- Associate degree and 2+ years of customer service and/or sales experience, preferably in insurance.
- Strong interpersonal, phone communication, and listening skills.
- Ability to identify customer needs through question-based selling and retention techniques.
- Self-directed approach with sound decision-making and time-management skills.
- Proficiency with PCs; knowledge of insurance administration software is preferred.
- Current New York State Property & Casualty or Personal Lines license required.
Culture & Benefits
- Full-time employment with an hourly pay rate of $21.63.
- Eligibility for a monthly commission plan in addition to the hourly pay.
- Remote work within the United States, with the role specified as remote in New York.
- Equal employment opportunity workplace.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
9 дней назад
Inside Sales Specialist (Insurance)
26 - 45$
12 дней назад
Inside Sales Representative - Property & Casualty
21 - 29$
9 дней назад
Insurance Sales and Service Representative I
38 500 - 69 500$
11 дней назад
Account Manager Trainee (Insurance)
24 - 31$
6 дней назад
Sr. Agency Management Specialist (Insurance)
111 000 - 144 000$
12 дней назад
Territory Manager, Specialty Care Business Development (P&C Insurance Production Underwriter - Human Services, Nonprofit)
112 000 - 168 000$