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New York Licensed Policy Specialist
A company is looking for a Policy Review Specialist responsible for retaining policyholders and improving overall retention of the customer base. Key Responsibilities Place outbound calls to customers regarding policy renewals and targeted book roll activities Analyze customer insurance coverage and suggest changes to retain and grow the existing customer base Track quote activity and generate periodic reports summarizing results for management Required Qualifications Associates degree and 2+ years' experience in customer service and/or sales, preferably in the insurance industry Current NYS Property & Casualty or Personal Lines license Proficient PC skills, with knowledge of insurance administration software preferred Self-directed with good decision-making and time management skills Strong interpersonal skills and ability to effectively communicate by phone
A company is looking for a Policy Review Specialist responsible for retaining policyholders and improving overall retention of the customer base.
Key Responsibilities
Place outbound calls to customers regarding policy renewals and targeted book roll activities
Analyze customer insurance coverage and suggest changes to retain and grow the existing customer base
Track quote activity and generate periodic reports summarizing results for management
Required Qualifications
Associates degree and 2+ years' experience in customer service and/or sales, preferably in the insurance industry
Current NYS Property & Casualty or Personal Lines license
Proficient PC skills, with knowledge of insurance administration software preferred
Self-directed with good decision-making and time management skills
Strong interpersonal skills and ability to effectively communicate by phone
