Retention Specialist - Insurance Service Professional - Remote | WFH

Job Title: Insurance Service Professional - Retention Specialist - Remote | WFH

Position Overview

We are seeking an enthusiastic Insurance Service Professional to join our team as a Retention Specialist. In this pivotal role, you will be instrumental in ensuring our clients receive outstanding service, fostering long-lasting relationships, and enhancing overall customer satisfaction. Your expertise in insurance will empower clients to appreciate the value of their coverage, ultimately reducing client churn.

Key Responsibilities

• Cultivate and sustain robust relationships with existing clients to guarantee their ongoing satisfaction.
• Proactively engage with clients to evaluate their needs, address concerns, and offer effective solutions.
• Assist in protecting customers by recommending additional insurance products tailored to their needs.
• Analyze client feedback and data to identify trends and areas for enhancement.
• Educate prospective clients on safeguarding their families and assets through appropriate insurance solutions.
• Collaborate with cross-functional teams to resolve client issues and refine service offerings.
• Develop and execute retention strategies to minimize churn and bolster client loyalty.
• Conduct semi-annual reviews for insured clients during the renewal period.
  
  

Required Skills

• Prior experience in the insurance industry is essential. Candidates without a Property & Casualty Insurance License will not be considered.
• Demonstrated proficiency in customer service, account management, or client retention roles.
• Exceptional communication and interpersonal skills.
• Strong problem-solving capabilities and meticulous attention to detail.
• Capacity to manage multiple tasks and follow through on commitments.
• Ability to work independently, as well as collaboratively within a team.
• Proficiency in additional languages is preferred.
  
  

Qualifications

• A Bachelor’s Degree in Business, Marketing, or a related field is preferred.
  
  

Career Growth Opportunities

We are committed to providing our employees with pathways for advancement and professional development. Our comprehensive on-the-job training and access to paid learning opportunities will enable you to progress within a supportive and dynamic environment.

Company Culture And Values

Our organization is dedicated to exceptional service and the cultivation of meaningful client relationships. We prioritize a positive work environment that fosters personal and professional growth, emphasizing innovation, collaboration, and excellence.

Compensation And Benefits

• Competitive salary alongside performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Flexible working hours and remote work options.
• Opportunities for advancement and ongoing training.
• Employee discounts and wellness resources.
• Paid leave for new parents.
  
  

If you are passionate about customer service and have a desire to contribute to a reputable organization backed by a nationally recognized brand, we invite you to submit your application, including a cover letter and resume, for consideration.

Employment Type: Full-Time