[Remote] Disability Review Specialist (Remote/Sales)
Note: The job is a remote job and is open to candidates in USA. One80 Intermediaries is part of a global insurance distribution platform, and they are seeking a Disability Review Specialist responsible for proactively calling and renewing disability policyholders. The role includes making coverage recommendations and cross-selling additional products to meet sales targets and enhance customer retention efforts.ResponsibilitiesProactively places outbound calls to existing customers with disability policies within specified timeframeMaximizes opportunities to upgrade the customer’s existing disability policy and cross-sell additional products to achieve sales goalsReviews the customer’s current coverage and makes recommendations for the futureResponsible for meeting individual sales and quality of business targetsReviews and analyzes sales reports and other data to monitor progress towards stated goalsProvides input to management to help identify opportunities to improve salesResponds to customer inquiries and resolves problems professionally, accurately and on a timely basisRefers questions to an appropriate resource if unable to resolve problemFollows up regarding pending or incomplete sales transactions as neededParticipates in business retention activities as directed by managementKeeps customers informed about available products and services, pricing, and new insurance products and/or promotionsGenerates periodic reports for manager summarizing resultsMaintains insurance product knowledge and strives to improve selling techniquesSkillsAssociate degree in business, marketing or related field1+ year of sales/customer service experience, preferably in the insurance industryBasic PC skills required, including Excel, Word, and Adobe softwarePrior phone and email communication experienceNYS Life and Health insurance license is required for this positionCRM tool experienceCompany OverviewOne80 Intermediaries provides Underwriter and Wholesale Broker in all forms of Commercial Insurance. It is a sub-organization of Accession Risk Management Group. It was founded in 2019, and is headquartered in Boca Raton, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://www.one80intermediaries.com/.
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