Licensed Insurance Client Retention Specialist

Job Description
We are seeking a skilled Client Retention Specialist to join our team at StaffMyAgency LLC. As we expand our office, this full-time position will be responsible for delivering exceptional customer service to our current and new clients.

This role requires insurance industry or office experience, as well as knowledge of products, to effectively retain our client base and address their inquiries.

You Must Be Property and Causality Licensed: This is a requirement for consideration for the 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.
• Multitasking skills.
• Setting goals with an action plan.
• If you are motivated to succeed and can see yourself in this role.

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 applications.

To apply, please upload your resume. We will follow up with you on the next steps in the interview process.