What are the responsibilities and job description for the Insurance Customer Retention Specialist position at Elite Insurance Group?
Job Title: Insurance Policy Retention Specialist
Job Type: Full-Time
Location: Austin area and Remote
About Us: Elite Insurance Group is a respected name in the insurance sector, committed to delivering personalized coverage and outstanding customer service. We focus on building strong client relationships and ensuring long-term customer satisfaction.
Job Overview: We are looking for a proactive Insurance Policy Retention Specialist to join our team. This role involves strengthening relationships with policyholders, addressing concerns, and enhancing customer loyalty. Your key objective will be to boost policy renewals and minimize cancellations.
Key Responsibilities:
- Engage with existing clients to discuss policy renewals, answer inquiries, and resolve concerns.
- Identify potential retention challenges and implement solutions to enhance customer experience.
- Educate customers on policy benefits, coverage choices, and cost-saving opportunities.
- Manage policy renewals, modifications, and endorsements efficiently.
- Collaborate with sales and support teams to ensure seamless client interactions.
- Utilize CRM tools to document customer interactions and measure retention success.
- Reach out to clients considering cancellation to explore solutions that meet their needs.
- Stay updated on industry trends and company offerings to provide accurate information.
Qualifications:
- Experience in insurance, customer retention, or a related field is preferred.
- Excellent communication, negotiation, and problem-solving skills.
- Ability to address client concerns and convert potential cancellations into renewals.
- Familiarity with CRM and policy management software is a plus.
- Insurance licensing (if required) or willingness to obtain one.
- Customer-focused mindset with a dedication to exceptional service.
Benefits:
- Competitive salary with performance-based bonuses.
- Holiday pay
- Training and career development opportunities.
- Supportive and team-oriented work environment.
How to Apply: If you have a passion for customer service and retention in the insurance field, we’d love to hear from you! Please send your resume and a short cover letter outlining your experience and why you’re the right fit for this position.
michaelb@insurewithelite.com
Job Type: Full-time
Pay: $30,000.00 - $45,000.00 per year
Benefits:
- On-the-job training
- Paid time off
- Professional development assistance
- Work from home
Shift:
- Day shift
Work Location: In person
Salary : $30,000 - $45,000