02/07/2025
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...
One80 Intermediaries
New York, NY, USA
Full Time