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Customer Loyalty Specialist

Jim Baker Agency Inc
Saint Paul, MN Full Time
POSTED ON 9/27/2025 CLOSED ON 10/6/2025

What are the responsibilities and job description for the Customer Loyalty Specialist position at Jim Baker Agency Inc?

Benefits:

  • 100% Paid Health Ins.
  • 4 Weeks PTO
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Paid time off

Benefits/Perks

  • Competitive hourly pay rate plus commission and/or bonuses
  • Paid training
  • Paid Time Off

Job Summary

The Customer Loyalty Specialist partners with the Agency Owner to establish and implement the systems, processes, and operations to build agency customer loyalty. Monitors and measures the effectiveness of agency loyalty initiatives, in addition to satisfaction efforts, across all agency branches.

Responsibilities

  • Manages and monitors multiple customer touch points for a continued long-term relationship over the life cycle of the customer
  • Partners with the agency owner to solidify the strategy that educates and sets customer expectations
  • Monitors the customers' needs to ensure that the agency exceeds their expectations
  • Establishes processes for onboarding new customers
  • Assists agency owner in achieving agency customer loyalty and satisfaction goals
  • Responsible for initiating and adopting best practices for positive agency customer contact (Consistent Customer Connections)
  • Creates and implements loyalty social media content
  • Ensures the agency is implementing all future documentation enhancements that strengthen the customer relationship
    Identifies and communicates cross-selling opportunities discovered through customer interactions or data analysis

Qualifications

1. Call Jim and discuss.

2. Exceptional phone skills.

3. Ability to prioritize tasks and execute on that basis.

  • Demonstrated customer service experience
  • Effective communication skills
  • Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
  • Proficient in metrics and analytics
  • Ability to coach others

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.

Salary : $50,000 - $80,000

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