What are the responsibilities and job description for the Customer Service & Retention Specialist position at Allstate Mike Arcentales?
Job Description
Do you love helping people, like a day with some variety, and get a kick out of crossing things off your list? We’d love to meet you!
We’re a busy, friendly Allstate agency, and we’re growing. We’re looking for a Customer Service & Retention Specialist to join our team. You’ll be the friendly voice our customers count on. You’ll answer their questions, update their policies, welcome new clients and help existing ones feel taken care of, so they stay with us for years.
You’ll be able to help our clients via phone or face to face. You’ll also have a supportive team behind you. No two days are exactly the same, and every day you’ll make a real difference for the families and businesses we protect.
Pay: $50,000–$65,000 a year, depending on experience and licensing. To reach the top of the range, you’ll need both an active Florida P&C license (2-20 or 4-40) and insurance agency experience.
Benefits
Paid Time Off (PTO)
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Responsibilities
• Be the go-to person for our customers. Answer calls, emails and texts. Make policy changes, help with billing questions and service requests, and return every call the same day.
• Welcome new clients aboard. Onboard new customers and make them feel at home. Schedule their life insurance review appointments so they’re fully protected.
• Keep our customers with us. Reach out about upcoming renewals and rate changes. Help customers who are shopping around see the value they already have, and catch missed payments before coverage lapses.
• Work with our carrier partners. Keep our brokered carrier accounts up to date. That covers renewals, payment reminders, underwriting requests and notices, all logged accurately in our agency system.
• Help our customers and our agency grow. Spot chances to add home, auto or flood coverage, ask happy customers for Google reviews and team up with our sales agents to finish each day strong.
Requirements
• A people person with a positive attitude. You enjoy talking with customers, stay calm and upbeat when someone is frustrated, and love turning a problem into a “thank you so much!”
• Customer service experience. At least 1–2 years in customer service is required. Insurance agency experience is a big plus, especially with Allstate or Florida homeowners and flood carriers.
• Licensing, or the drive to get licensed. An active Florida 2-20 or 4-40 license is preferred, and it’s required for the top of the pay range.
• Organized and detail-oriented. You can keep several tasks moving at once, follow a daily checklist and take great notes, so nothing slips through the cracks.
• Comfortable with computers and eager to learn. You’re at ease with email, online portals and customer management software. We’ll train you on everything else!
Salary : $50,000 - $65,000