Remote Insurance Policy Retention Specialist

Layr Holdings, Inc.; Atlanta (GA); A distancia; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Account management

Customer success

Communication

Time management

Teamwork

Herramientas

AMS navigation: Epic

AMS navigation: QQ

AMS navigation: Sagitta

Microsoft 365

Descripción del empleo

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.