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New York Licensed Policy Review Specialist

Company: VirtualVocations
Location: Lake Charles
Posted on: March 7, 2025

Job Description:

A company is looking for a Policy Review Specialist - Personal Lines (Remote - NY).



Key Responsibilities

Place outbound calls to customers for policy renewals and targeted book roll activities
Analyze customer insurance coverage and suggest upgrades or changes to retain and grow the customer base
Track quote activity and generate reports summarizing results for management


Required Qualifications

Associates degree and 2+ years of experience in customer service and/or sales, preferably in the insurance industry
Current NYS Property & Casualty or Personal Lines license
Proficient PC skills and knowledge of insurance administration software preferred
Self-directed with good decision-making and time management skills
Strong interpersonal skills and ability to communicate effectively by phone

Keywords: VirtualVocations, Lake Charles , New York Licensed Policy Review Specialist, Other , Lake Charles, Louisiana

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