About the

Position:

Client Onboarding & Policy Review Specialist We are a growing local insurance agency in Manorville looking for a personable, organized, and motivated Client Onboarding & Policy Review Specialist to join our team. This is a unique role focused on two of the most important parts of our business: making sure new customers have an excellent experience after purchasing their policies and proactively reviewing coverage with our existing customers. You will serve as an important point of contact for our customers, helping them understand their insurance, identifying potential coverage gaps, and making sure their transition to our agency goes smoothly. This is not a traditional customer service position . The role is proactive and relationship-focused, with opportunities to earn additional compensation by identifying referrals, cross-selling additional policies, and generating opportunities for our sales team.

What You'll Do:

New Customer Onboarding You'll contact new customers beginning the day after they purchase their policy and help guide them through the onboarding process.

Responsibilities include:

Confirming previous insurance policies have been cancelled or are in the process of being cancelled Reviewing new policy coverages and discounts with the customer Identifying outstanding documents needed to maintain discounts or complete the policy Helping customers opt in to text messaging and other agency communication Answering questions about their new coverage Asking satisfied customers for referrals Identifying opportunities for additional insurance products, including home, auto, umbrella, recreational vehicles, and other personal insurance Identifying potential life insurance opportunities Following up with customers who cannot be reached initially to ensure onboarding is completed Existing Customer Policy Reviews You'll also proactively contact existing customers around their policy renewals and offer a personalized insurance review. During these conversations, you'll: Review current home and auto coverage Discuss changes in the customer's household or insurance needs Help customers better understand their coverage Identify potential gaps in protection Look for available cross-sell opportunities Generate referrals from satisfied customers Help strengthen the customer's relationship with our agency Auto customers generally have an opportunity for a review every six months, while homeowners are offered a review annually. Sales & Incentive Opportunities While this is primarily a customer relationship and retention position, we want to reward employees who create additional value for our customers and agency. When you uncover an additional insurance need, you'll have the option to: Sell the additional policy yourself and earn commission , or Pass the opportunity to our sales team and earn an incentive for generating a qualified opportunity. Additional incentives are also available for generating customer referrals. Someone who enjoys sales will have opportunities to earn additional compensation, but you do not need to be an experienced salesperson to be successful in this position. What Success Looks Like The primary goals of this position are to: Increase the percentage of new customers who complete our onboarding process Improve long-term customer retention Increase the number of policies we insure for each household Generate additional business through customer referrals Proactively identify coverage needs before they become service issues Allow our sales producers to remain focused on acquiring new customers Who We're Looking For The ideal candidate is: Friendly, personable, and comfortable speaking with customers on the phone Highly organized and able to manage a consistent follow-up schedule Proactive rather than waiting for customers to call Detail-oriented and capable of identifying missing documents or policy issues Comfortable discussing insurance coverage and asking questions about a customer's needs Able to build relationships without making conversations feel overly sales-focused Motivated by both helping customers and earning additional compensation Coachable and interested in learning Reliable and comfortable working as part of a team Prior insurance experience is not required , although it is a significant advantage. Licensing A New York State insurance license is required before your first day of work, but you do not need to be licensed to apply. For the candidate we hire, we will reimburse the cost of the required licensing education and licensing expenses. Schedule This is an in-office position in Manorville, NY. We prefer to hire someone full-time; however, we are also willing to consider the right candidate for a consistent part-time schedule of approximately 4-5 hours per day, Monday through Friday. Compensation & Benefits $20-$25/hour starting pay , depending on experience Commission opportunities for personally completing cross-sales Incentives for generating qualified sales opportunities Referral incentives Additional bonus opportunities Paid time off Paid holidays Insurance education and licensing reimbursement Training and professional development Opportunity to transition into a sales position for someone interested in growing their career Why Join Our Agency? We're a growing local insurance agency that believes our relationship with a customer should continue long after they purchase their first policy. This position gives you the opportunity to build genuine relationships with customers, help families better understand their insurance protection, and directly contribute to the growth and retention of the agency. For someone who is organized, personable, ambitious, and enjoys talking with people, this role offers a combination of stable hourly compensation, performance-based earning opportunities, and long-term career growth.

Pay:

$20.00 - $25.00 per hour Expected hours: 25.0 - 40.0 per week

Benefits:

Paid time off Retirement plan Tuition reimbursement

Work Location:

In person