What are the responsibilities and job description for the Retention Specialist - Prior insurance experience preferred position at Allstate Insurance Agency - Christian Dale?
Job Description
Job Description
Benefits :
- High Commissions
- Flexible schedule
- 401(k)
- Bonus based on performance
- Competitive salary
- Paid time off
- Training & development
About Us
We are more than just an insurance agencywe are a team committed to providing top-tier service, fostering meaningful client relationships, and helping individuals and families achieve long-term financial stability. As a Retention Specialist , youll play a critical role in ensuring our clients stay protected while maximizing their benefits and discounts.
Position Overview
We are looking for a driven and customer-focused Retention Specialist to strengthen client relationships, provide exceptional customer service, and ensure long-term policyholder satisfaction. Your primary responsibilities will include assist clients with their renewal process and questions, conducting policy reviews, bundling Allstate services whenever applicable to enhance savings, and proactively addressing client needs to maximize loyalty and retention.
Key Responsibilities :
Client Relationship Management Build and maintain long-term relationships with policyholders through regular check-ins, policy reviews, and proactive communication.
Ensure a smooth renewal process Conduct thorough reviews of existing policies to ensure adequate coverage and identify opportunities for bundling additional Allstate products for enhanced discounts during the annual renewal process.
Retention & Loyalty Minimize policy cancellations and lapses by addressing customer concerns, offering personalized solutions, and reinforcing the value of Allstates comprehensive coverage.
Sales & Cross-Selling Educate clients on Allstates full suite of insurance products, including auto, home, life, and business insurance, to expand coverage and improve customer satisfaction.
Problem-Solving & Customer Service Serve as the first point of contact for customer inquiries, ensuring issues are resolved efficiently while maintaining Allstates commitment to excellence.
Compliance & Industry Knowledge Stay up to date on Allstate policies, state regulations, and industry trends to provide accurate and informed recommendations.
What Were Looking For :
Insurance Expertise Prior experience in insurance sales, customer retention, or a similar role. Strong understanding of Allstate products and services preferred.
Sales & Customer Service Skills A proven track record in sales, account management, or customer success. Ability to confidently recommend additional coverages.
Licensing Preferred Candidates with an active Property & Casualty (P&C) and / or Life & Health insurance license are strongly preferred.
People-Oriented & Proactive A natural relationship builder who enjoys connecting with clients and helping them make informed decisions.
Goal-Driven & Detail-Oriented Strong organizational skills and a results-driven mindset. Ability to meet retention and sales targets while ensuring customer satisfaction.
Tech-Savvy Comfortable using CRM software, quoting systems, and digital communication tools.
What We Offer :
Competitive Base Pay Stability with a strong earning potential.
Lucrative Commission & Performance Bonuses The more you retain and cross-sell, the more you earn!
Ongoing Training & Support We invest in your success with training, mentorship, and career growth opportunities.
A Fulfilling Work Environment Be part of a team that values meaningful relationships, professional development, and long-term financial stability.
Apply today and take your career to the next level!
Good Work. Good Life. Good Hands
The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good.
Everything we do at Allstate is driven by a shared purpose : to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them.
The Sales Professional opportunity is not an employment opportunity directly with Allstate Insurance Company, but employment as a staff with Allstate Exclusive Agents who are independent contractors. 2025 Allstate Insurance Co.