Customer Service and Retention Specialist
K
Kin InsuranceInsurance
These roles sit in any of the following 30 states: AL, AZ, CO, FL, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VT, VA, WA, and WI.Full-TimeMiddle
Salary50,000 - 58,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Languages
- Spanish
- Experience
- 2+ years of brokerage or multi-carrier insurance experience; 1+ year of insurance sales, retention, or customer retention experience
- Required Skills
- Customer serviceCRM
Requirements
- Active Personal Lines or Property & Casualty Insurance License.
- 2+ years of brokerage or multi-carrier insurance experience.
- 1+ year of insurance sales, retention, or customer retention experience.
- Experience conducting policy reviews, coverage counseling, and renewal consultations.
- Ability to de-escalate challenging customer situations and resolve concerns over the phone.
- Strong attention to detail and accuracy when handling policy information and documentation.
- Experience managing multiple customer follow-ups, priorities, and tasks in a fast-paced environment.
- Comfort navigating insurance systems, carrier platforms, and customer service technology.
Responsibilities
- Own inbound renewal review conversations with existing policyholders, identifying opportunities to improve value and retain business.
- Contact customers who have expressed interest in canceling coverage and conduct retention-focused consultations across multiple carrier options.
- Perform coverage counseling and policy reviews to ensure customers understand their protection, pricing, and available alternatives.
- Reshop policies with approved carrier partners to identify competitive coverage and pricing solutions.
- Resolve customer questions, concerns, and service issues through phone and email interactions.
- Create, update, and deliver policy options and documentation for customer review.
- Navigate complex customer situations, de-escalate concerns, and identify solutions that balance customer needs with business objectives.
- Maintain accurate records, follow-up activities, and policy documentation in applicable systems.
- Leverage available tools, resources, and carrier relationships to maximize retention outcomes.
- Contribute to the improvement of forms, procedures, training materials, and operational processes when opportunities arise.
View Full Description & ApplyYou'll be redirected to the employer's site
