Client Retention Specialist

Our office is expanding, and we are looking to hire the right individual to join our outstanding agency team. We are currently seeking to fill a full-time position.

Our Client retention specialist will be responsible for providing exceptional customer service to our current clients and new prospects, various skills to retain our client base, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is required as it's a greater benefit relating to customers in the beginning for this position.

Insurance experience is a must!

• Answering phones, assisting customers and completing re-shop of existing policies.
• Professional phone etiquette
• Ability to perform client focused needs analysis
• Career minded vision
• Follow through and exceed current and prospective client expectations
• Multi-tasking skills
• Setting goals with an action plan
• Building relationships with clients
• If you are motivated to succeed and can see yourself in this role.

• Maintain an upbeat, positive and enthusiastic attitude daily
• Willingness to learn and be coachable
• A great self starter
• Outstanding computer skills
• Proficient in Microsoft Word, Excel, and various windows application