What are the responsibilities and job description for the Customer Retention Specialist position at Agent Advantage Recruiting?
We are seeking a customer-focused and detail-oriented Customer Retention Specialist to join our growing insurance team. This individual will play a key role in supporting clients, maintaining strong relationships, and delivering exceptional service throughout the customer experience.
If you enjoy helping people, thrive in a fast-paced environment, and are looking for a long-term career opportunity within the insurance industry, we would love to connect with you.
Responsibilities
- Provide exceptional customer service to clients via phone, email, and in-person interactions
- Assist clients with policy questions, billing inquiries, coverage explanations, and account updates
- Process policy changes, endorsements, renewals, and documentation requests
- Support agents with administrative tasks and client follow-up
- Maintain accurate customer records and documentation in agency systems
- Resolve client concerns professionally and efficiently
- Follow up with clients to ensure satisfaction and retention
- Stay informed on agency products, procedures, and insurance guidelines
Qualifications
- Previous customer service experience preferred (insurance experience is a plus)
- Strong communication and interpersonal skills
- Ability to multitask and manage priorities in a fast-paced environment
- Detail-oriented with strong organizational skills
- Proficiency with Microsoft Office and agency management systems preferred
- Positive attitude with a customer-first mindset
- Insurance license preferred but not required (training available depending on agency)
What We Offer
- Competitive compensation
- Career growth opportunities within the insurance industry
- Supportive team environment
- Ongoing training and development
- Benefits package available
Pay: $45,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Salary : $45,000 - $70,000