Remote P&C Insurance Service & Retention Advisor

Bayview Fund Management, LLC; Coral Gables (FL); Remote; USD 56,347,000 - 68,376,000; Full time

Job summary

Bayview Fund Management, LLC is seeking an Insurance Service Agent to drive policy renewals, retention, and growth through client engagement and coverage reviews. The ideal candidate has a P&C license and strong customer service, sales, and relationship-building skills.

The role is fully remote in the United States with a pay rate of $21.58 per hour plus commission. Responsibilities include policy reviews, cross-sell opportunities, and thorough documentation of customer interactions in the

Qualifications

• Proven customer service experience with retention focus.
• Ability to identify needs and offer appropriate solutions.
• Strong interpersonal and follow-up skills.

Responsibilities

• Proactively contact policyholders regarding renewals and retention initiatives.
• Conduct policy reviews to identify coverage gaps and recommend solutions.
• Drive cross-sell and account rounding opportunities through education on products.
• Manage policy changes, reinstatements, and cancellations per carrier guidelines.
• Document interactions and opportunities in the agency management system.

Skills

Customer service

Sales

Relationship-building

Communication skills

Multitasking

Education

High school diploma

Tools

MS Office Suite

Job description

Bayview Fund Management, LLC is seeking an Insurance Service Agent to drive policy renewals, retention, and growth through client engagement and coverage reviews. The ideal candidate has a P&C license and strong customer service, sales, and relationship-building skills.

The role is fully remote in the United States with a pay rate of $21.58 per hour plus commission. Responsibilities include policy reviews, cross-sell opportunities, and thorough documentation of customer interactions in the