The Policy Review Specialist is responsible for retaining policyholders and improving overall retention of customer base, with a focus on policyholder renewals and book rolls. Meets established retention targets and other quality of business factors. Establishes customer rapport through mutual trust and respect.
Your Impact:
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.
Successful Candidates Will Have:
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
At One80 Intermediaries, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, and 10 days of paid time off and 11 paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected total compensation range (base pay + commission) for the first year in this position has been estimated between $45,000 - $61,000. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, One80 offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services, and warranty business. Launched just four years ago, One80 Intermediaries has grown to be one of the largest intermediaries in the United States. In 2024, we were ranked 14th largest broker in the U.S. by Business Insurance.
One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.
Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice .
Similar Jobs
What We Do
One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, the company offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services and warranty business. One80 serves commercial companies, non-profits, public entities, individuals and associations and unions, and has access to all major insurance markets in the US, Canada and UK. One80 has offices in more than 55 locations in the US and Canada. For more information visit www.one80intermediaries.com With expertise in marine, transportation, property, casualty, financial lines, medical stop loss, personal lines, travel/accident and health, life insurance and warranty coverage we provide in-house binding authority and access to market leading carriers on both sides of the Atlantic. One80 serves commercial companies, non-profits, public entities and individuals, and has access to all major insurance markets in the US, UK and Canada. One80 has offices in 46 locations nationwide including Boston, New York City, Chicago, Cleveland, Cincinnati, Miami, Atlanta, Houston, Dallas, San Antonio, Omaha, Mountain View, Philadelphia, San Diego, Seattle, Toronto, and Montreal
