What are the responsibilities and job description for the Client Retention Specialist position at American Integrity Insurance Company of Florida, Inc.?
About Us:
American Integrity Insurance, a premier writer of homeowners insurance, has more than 280,000 customers and is exclusively represented by more than 1,000 independent agents who specialize in this complex and ever-evolving market. We offer sound and comprehensive home and dwelling insurance to families throughout the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, we have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Places to Work in Insurance by Business Insurance magazine for the past ten years. We have also rated among the Top Workplaces in the USA by USA Today for the past four years.
A Day in the Life:
Who Says Insurance Can’t Be Fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn’t understand the importance of having fun, helping others and giving back. Our company culture is priceless, and we hold true to our six core values: integrity, commitment, teamwork, humility, passion and fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss – and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at https://careers.americanintegrityinsurance.com.
What You'll Do
- Deliver extraordinary service on inbound and outbound calls in a fast-paced, structured client services environment.
- Ensure a high level of customer satisfaction through proactive support and active listening.
- Consult policyholders to understand their needs and tailor unique solutions for each policyholder, reinforcing the benefits of American Integrity as an insurance provider and provide relevant product offers that deepen policyholder engagement and result in measurable value for the policyholder.
- Continuously improve on key selling skills, including building rapport, understanding policyholder needs, and handling objections.
- Provide clear, concise and accurate information regarding product offerings.
- Update policyholder information and take well-written and understandable notes.
- Provide feedback to internal and external teams, including underwriting, sales, product, pricing, and agent partners to improve client retention.
- Additional duties as needed.
What You'll Need to be a Top Candidate
Experience: 3-5 years’ experience Business Development in Property and Casualty Insurance required.
Licensure: Must possess or be able to obtain within first 30 days of employment any of the following Florida insurance licenses, and it must be current: 20-44 (Personal Lines) or 2-20 (General Lines).
Knowledge, Skills, and Certifications:
- Possesses a solid understanding of homeowner’s insurance products, specifically in the Florida market.
- Strong team player and highly collaborative.
- Ability to influence others.
- Maintains a positive attitude.
- Polished communication skills with skill in interpersonal relationships including client de-escalation.
- Experience in communicating with varied organizational tiers and customer types.
- Exceptional analytical and problem-solving skills.
- Presentation skills including delivery to clients and varied organizational tiers.
- Ability to work individually and in a team environment to meet company and client needs.
- Understanding of market and competition as well as the business implications of decisions.
- Experienced and knowledgeable in the principles and methods for promoting and selling products and services.
- Intermediate User- Microsoft Word, Excel, Outlook and Salesforce.
- Exposure to policy and claims administration systems, and computer savvy to navigate the system.
