Policy Review Specialist – Personal Lines

Job not on LinkedIn

🕒 6 days ago

🗽 New York – Remote

🗽 New York – Remote

💵 $21 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

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One80 Intermediaries

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

One80 Intermediaries is a highly specialized wholesale brokerage and program manager that provides innovative and comprehensive insurance solutions across the US and Canada. The firm offers market-leading access to major insurance markets in the US, UK, Canada, and Asia, with exclusive programs and in-house binding authority for a variety of insurance lines, including property & casualty, financial lines, personal lines, life insurance, medical stop loss risks, travel/accident and health, executive benefits, affinity business, and warranty coverage. Through its team of experts and numerous offices, One80 serves commercial companies, non-profits, public entities, associations, unions, and private individual risks. The company is known for its expertise, speed, and innovation in creating tailored insurance programs and specialty services for a wide range of industry segments.

📋 Description

• 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

🎯 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

🏖️ Benefits

• Monthly commission plan