The Retention Specialist I is primarily an external-facing role, focused on maintaining the highest level of support and communication to the AGENCY client. The Retention Specialist I functions as a first responder to inquiries and problems that arise with insurance agencies product(s) and service(s). The Retention Specialist I is a subject matter expert within property and casualty, life and financial insurance products and provides consistent communication, in both written and verbal formats, to internal team members and clients to ensure the highest level of retention. The Retention Specialist I is also responsible for all activities related to managing the current book of business, which can include a variety of communication tasks with the agencies clients and carrier(s) eg. billing, terminations, cancellations, claims, onboarding, renewals, cpr (customer protection reviews), cross selling, frequently asked questions, and carrier assigned tasks. In this role, the Retention Specialist I is expected to provide a strong understanding of insurance agencies product(s) and service(s) to ensure maximum customer satisfaction and retention. The ideal Retention Specialist I will maintain experience in the following core areas: Customer Service, Support, Communications, Insurance Product Expert, Allstate Gateway Resources and Tools, Allstate eAgent, Allstate MWI (My Work Items), Allstate Lead Activity Tool, CRM (Ricochet) and . This position is ultimately accountable for resolving client problems and responding to inquiries ensuring a high level of client satisfaction and retention; plus improving the client relationship by focusing on conversations that increase policy and items cross sold to the individual client and household.
We provide a positive, professional work environment with the best training in the industry. We believe in employee development through training and advancement from within. Our team members enjoy terrific benefits which include:
Earn Base Salary + Commission!
We will reimburse cost of licensing after 90 days of employment
Paid Vacation and Holidays
Health, Dental and Vision Insurance
401(k) Retirement Plan
We offer training and opportunity for advancement!
Identify customer needs.
Provide prompt, accurate, timely customer service at the highest level.
Maintain strong work ethic.
Maintain current license at all times.
Bachelor’s Degree Preferred
Must be able to obtain and retain current licensing
Must be able to pass background and drug screen
Equal Opportunity Employer