Key Facts

Remote From:

Full time

33 - 33K yearly

English

Hard Skills

Phone Sales Disability Management Cross-Selling Sales Reporting Adobe Creative Cloud Sales Management Customer Relationship Management Customer Retention Customer Relationship Building Selling Techniques

Other Skills

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Microsoft Excel
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Customer Service
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Microsoft Word
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Professionalism
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Communication
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Problem Solving

Roles & Responsibilities

Associate degree in business, marketing or related field
1+ year of sales/customer service experience, preferably in the insurance industry
Prior phone and email communication experience
NYS Life and Health insurance license is required for this position

Requirements:

Proactively places outbound calls to existing disability policyholders within specified timeframe, aiming to renew coverage, upgrade, and cross-sell additional products to meet sales targets while supporting retention
Reviews customers' current coverage and makes recommendations for the future; follows up on pending or incomplete sales transactions; resolves inquiries or refers to appropriate resource as needed
Monitors progress towards goals by reviewing sales reports and data; provides input to management on opportunities to improve sales; maintains insurance product knowledge and selling techniques
Keeps customers informed about available products, pricing, and promotions; generates periodic reports for management summarizing results

Pearl Insurance, a subsidiary of One80 Intermediaries

About Pearl Insurance, a subsidiary of One80 Intermediaries

Pearl Insurance, a subsidiary of One80 Intermediaries, was founded on the belief that people have a basic human need to live and work with certainty. Over 70 years later, that same belief is still the foundation of everything we do. We are a privately held insurance company with four core focuses: business insurance, personal insurance, associations, and unions. Business Insurance: We work tirelessly to help businesses or firms find the best insurance options for their industry's specific set of risks. Thanks to our relationships with a wide network of nationwide carrier partners, we can help find a policy that fits like a glove. Personal Insurance: We know how overwhelming shopping for personal insurance can be. That's why our expert representatives shop policies for our customers. We'll provide plan features and quotes from several top-rated companies so our customers can select the plan that works best for their needs and budget. Associations: We design, administer, and market insurance programs for membership organizations and associations. Through investments in technology, people, products, and services, we help our clients maintain a competitive edge. Unions: We've been providing high-quality insurance programs to union groups for 80 years. All our union-based products are competitively priced and can be paid for through payroll deduction.

Founded: 2018

Company size: 201 - 500

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Job description

The Disability Review Specialist is responsible for proactively calling, renewing, and making coverage recommendations for disability policyholders, while cross-selling additional products as directed. Meets established sales targets and other quality of business factors. Significantly contributes to customer retention efforts by establishing customer rapport through mutual trust and respect.

Your Impact:

Proactively places outbound calls to existing customers with disability policies within specified timeframe. Customers include those with new disability policies still within their first twelve months of coverage, and customers with disability policies that are approaching retirement age.
Maximizes opportunities to upgrade the customer’s existing disability policy and cross-sell additional products to achieve sales goals. Reviews the customer’s current coverage and makes recommendations for the future.
Responsible for meeting individual sales and quality of business targets. Reviews and analyzes sales reports and other data to monitor progress towards stated goals. Provides input to management to help identify opportunities to improve sales.
Responds to customer inquiries and resolves problems professionally, accurately and on a timely basis. Refers questions to an appropriate resource if unable to resolve problem.
Follows up regarding pending or incomplete sales transactions as needed.
Participates in business retention activities as directed by management.
Keeps customers informed about available products and services, pricing, and new insurance products and/or promotions.
Generates periodic reports for manager summarizing results.
Maintains insurance product knowledge and strives to improve selling techniques.

Successful Candidates Will Have:

Associate degree in business, marketing or related field.
1+ year of sales/customer service experience, preferably in the insurance industry.
Basic PC skills required, including Excel, Word, and Adobe software, CRM tool experience preferred
Prior phone and email communication experience.
NYS Life and Health insurance license is required for this position.

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. If you have any questions about this posting, please contact one80careers@one80.com.

In addition to the pay range below, this role is also eligible for commission.

Pay Range:

$17.31 - $17.31 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice .