[Hiring] Policy Review Specialist @One80

Role Description

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.

• 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.

Qualifications

• 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

• In addition to the pay rate below, this role is also eligible for a monthly commission plan.
• Pay Range: $21.63 - $21.63 Hourly.

Company Description

One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard-to-place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long-term value across the insurance ecosystem.

For more information, please visit one80.com .