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обновлено 6 дней назад

Policy Review Specialist - Personal Lines

22$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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.

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