What are the responsibilities and job description for the Customer Retention Specialist position at Ingram Insurance Company?
Customer Retention Specialist
Ingram Insurance is seeking an energetic, relationship-focused Customer Retention Specialist to join our growing team. This role is responsible for helping retain existing clients by reviewing policies experiencing rate increases, remarketing insurance with multiple carriers, resolving customer concerns, and identifying cross-selling opportunities during policy reviews.
The ideal candidate is a strong communicator who enjoys helping people, solving problems, and building lasting relationships. Insurance experience or a Property & Casualty license is preferred but not required.
We offer a fun, fast-paced work environment, competitive base pay, commission opportunities, paid time off, paid holidays, and room for career growth.
Responsibilities:
- Review policies with renewal rate increases
- Re-shop coverage with multiple insurance carriers
- Retain clients through exceptional service
- Resolve customer concerns and carrier dissatisfaction
- Identify cross-sell opportunities during policy reviews
- Maintain accurate client documentation
If you're motivated, customer-focused, and looking to join a vibrant team with earning potential beyond your salary, we'd love to hear from you!
Pay: $30,000.00 - $40,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Referral program
- Vision insurance
Application Question(s):
- When a customer is upset because their insurance premium increased significantly, what would be your first approach?
- Explain why the rate increased and review available options.
- Immediately offer the cheapest policy available.
- Tell them there's nothing that can be done.
- Transfer them to another department.
- What interests you most about working in customer retention instead of new sales?
Work Location: In person
Salary : $30,000 - $40,000