Policy Retention Specialist

Layr Holdings, Inc.; Atlanta (GA); Remote; USD 65,000 - 90,000; Full time

Job summary

Layr Holdings, Inc. in Atlanta, GA is seeking a Policy Retention Specialist to manage client accounts, answer inquiries about our platform, and work with carriers and wholesalers.

The role requires navigating AMS systems and strong Microsoft 365 skills while collaborating with a fast-paced team. The ideal candidate has an active P&C license, 3+ years in account management or related roles, and familiarity with carriers/wholesalers in the excess market.

Qualifications

• Active P&C insurance license required.
• 3+ years in account management or related roles.
• Experience with carriers and wholesalers in excess market.
• Familiarity with Epic, QQ, Sagitta AMS systems.
• Proficient with Microsoft 365.

Responsibilities

• Manage client accounts and address inquiries about platform, carriers, and wholesalers.
• Navigate carrier/wholesaler documents and adapt to their styles.
• Utilize AMS navigation to manage policies effectively.
• Collaborate with team and adapt to new situations.
• Prioritize time management to complete tasks promptly and accurately.

Skills

Account management

Customer success

Communication

Time management

Teamwork

Tools

AMS navigation: Epic

AMS navigation: QQ

AMS navigation: Sagitta

Microsoft 365

Job description

Policy Retention Specialist

Layr Holdings, Inc. Atlanta, Georgia, United States

About this position

About Layr Holdings, Inc.

Layr is an Atlanta-based, rapidly growing Insurtech dedicated to enabling commercial insurance brokerages to serve their clients better. At Layr, we are at the forefront of designing, developing, and implementing technology to guide the insurance industry into the digital age. We have deep insurance knowledge, insight, and experience, and we work tirelessly to improve and distribute our entirely new and more effective insurance technology to the small business market. We are a culturally vibrant team of forward-thinkers, passionate about innovation, obsessed with technology, and committed to building a collaborative, ever-progressing, action-oriented, integrity-instilled, close-knit, diverse/inclusive & beyond nation-wide team.

Layr has raised venture capital to combine innovative, cutting-edge technology with commercial insurance industry expertise and is rapidly expanding throughout the country. Small business insurance is $120 BILLION undersold in the US alone. Layr is digitizing and automating the small business insurance space with our client-first insurance platform. To do this, we need help from smart, gritty, outside-the-box thinkers (like you!) to keep innovating and moving forward.

We are looking for the right individual with a positive attitude that can adapt quickly to a fast-paced and technology driven environment.

Key Responsibilities

• Leverage your knowledge of commercial insurance to effectively manage client accounts and address their inquiries related to our platform, carriers, and wholesalers
• Work with different carrier/wholesaler documents, adapting to their unique styles and habits
• Utilize advanced Agency Management System (AMS) navigation experience (Epic, QQ, Sagitta, etc.) to manage client accounts and insurance policies effectively
• Enhanced knowledge of Microsoft 365
• Collaborate with team members, adapting quickly to new situations and demonstrating a team-player attitude
• Efficiently manage time and workflows to ensure tasks are completed promptly and accurately

Qualifications

• Must have an active P&C license
• Three or more years prior experience in account management, customer success, or a related role (or) currently employed at Layr for the past six months and in good standing
• Knowledge of commercial insurance and experience working with carriers and wholesalers in the excess market
• Familiarity with advanced AMS navigation (Epic, QQ, Sagitta, etc.)
• Familiar with Microsoft 365

This remote position involves extensive communication with colleagues using Microsoft 365. The candidate must have a quiet and private location to work from and fast Internet (200 Mb to 1 Gb) for seamless, fluid communications.

Candidates must reside in one of the following states:

NC, OH, GA, TN, IN, KS, AL, TX, IA, FL