Policy Review Specialist (Insurance)

TL;DR

Policy Review Specialist (Insurance): Managing policyholder renewals and retention activities with an accent on outbound customer communication and cross-selling. Focus on analyzing insurance coverage, meeting retention targets, and maintaining carrier relationships.

Location: Must be based in New York (Remote)

Salary: $21.63/hour (plus monthly commission)

Company

hirify.global is a global insurance distribution platform offering specialized wholesale brokerage, program administration, and specialty insurance solutions.

What you will do

• Conduct outbound calls to customers regarding policy renewals and book roll activities.
• Analyze customer insurance coverage to suggest additions or changes for retention and growth.
• Calculate and present quotes while accurately writing insurance applications.
• Cross-sell additional products and generate referrals for the new business sales team.
• Monitor progress toward retention goals and generate periodic reports for management.
• Maintain positive relationships with carrier contacts and adhere to underwriting guidelines.

Requirements

• Must hold a current NYS Property & Casualty or Personal Lines license.
• Associates degree and 2+ years of experience in customer service or sales.
• Strong interpersonal and communication skills with a focus on phone-based interaction.
• Proficiency in PC skills and insurance administration software.
• Self-directed with strong decision-making and time management capabilities.

Culture & Benefits

• Full-time employment with a focus on professional growth.
• Eligible for a monthly commission plan in addition to the base pay.
• Equal opportunity workplace committed to diversity and inclusion.
• Access to a large-scale, innovative insurance distribution platform.