Licensed Customer Service Retention Specialist, Agency Experience

Job Description

• As a Licensed Customer Service Retention Specialist, Agency Experience, you have the chance to be the first point of communication for our insureds. • Save customers from leaving the agency by offering reshops, discount checks, and policy reviews as needed. • Interact with customers via phone and email. • Use tools and resources to prevent customers from canceling policies.

Qualifications

• Holds an active Personal Lines Insurance license • Minimum 2 years of Independent Agency experience • Minimum 1 year of experience in selling and/or retention in the insurance space • Superior people skills and a strong empathetic nature • Ability to work with those in distress; you can de-escalate and resolve customer concerns via phone • Superb attention to detail (it seems obvious, but this one is important!) • Not afraid to tackle problems and work to solve them independently • Has a strong technical ability • You are flexible and coachable • Highly Organized and able to manage multiple tasks/follow-ups with customers

Benefits

• Medical, Dental and Vision Insurance • Remote work and flexible work hours • Flexible PTO policy • Very generous equity options and 401K • Parental Leave • Continuing education and professional development • Disability and Life Insurance