What are the responsibilities and job description for the Client Retention Specialist position at Goosehead Insurance - Puente Insurance Agency?
Job description
Our office is expanding, and we are looking to hire the right individual to join our outstanding agency team. We are currently seeking to fill a full-time position.
Our Client retention specialist will be responsible for providing exceptional customer service to our current clients and new prospects, various skills to retain our client base, maintain knowledge of our products, and answer any questions our clients may have.
Insurance industry or office experience and knowledge is required as it's a greater benefit relating to customers in the beginning for this position.
**You must be Property and Causality licensed to be considered for the position
**All applicants will receive an online assessment immediately after applying. Incomplete assessments will not be considered further for this position.**
Responsibilities:
- POSITIVE ATTITUDE!
- Answering phones, assisting customers and completing re-shop of existing policies.
- Professional phone etiquette
- Ability to perform client focused needs analysis
- Career minded vision
- Follow through and exceed current and prospective client expectations
- Multi-tasking skills
- Setting goals with an action plan
- Building relationships with clients
- If you are motivated to succeed and can see yourself in this role.
please upload your resume. We will follow up with you on the next
steps in the interview process.
Requirements
- Maintain an upbeat, positive and enthusiastic attitude daily
- Willingness to learn and be coachable
- A great self starter
- Outstanding computer skills
- Proficient in Microsoft Word, Excel, and various windows application
Salary : $13 - $18
