New York Licensed Policy Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
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
Keywords: VirtualVocations, Costa Mesa , New York Licensed Policy Specialist, Other , Vista, California
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