Retention Specialist

Crye-Leike® Insurance Agency is seeking a Retention Specialist to become a part of our organization.

Come join our team in helping protect our customers against the unexpected, while developing your career.

Duties include:

• Work with clients on ways to enhance existing coverage.
• Look for opportunities to add additional lines of coverage.
• Encourage referrals from existing clients.
• Handle difficult issues/customers effectively in a fast-paced environment.
• Meet and exceed monthly retention goal set by Management.
• Develop aggressive retention strategies based on customer feedback.
• Review remarketed home & automobile renewal quotes and inform customers for final approval in order to retain business.
• Analyze customer feedback and develop new techniques to ensure customer retention.
• Ensure proper timing of customer outreach of at least 1 month prior to renewal in order to prevent loss of client.
• Educate and explain to customers about insurance coverage to promote trust and transparency.
• Responsible for reaching out to customers after presenting quotes with calls, text, and/or email to discuss renewal decisions.
• Responsible for any prior rewrite policies cancelled due to underwriting, in the preceding two months.
• Responsible for quoting renewal personal lines policies other than home and automobile unless customer contacts company within 35 days of renewal and/or requests call back immediately.
• Quote personal lines new business for customers contacting agency as assigned .
• Attend, participate and report in department meetings and corporate initiatives, as requested.
• Attend carrier meetings as requested.
• Exercise independent decision-making abilities relating to client analysis of coverage and recommending coverage needs, as appropriate.
• Provide administrative support on other tasks, such as assigned special projects and development of new ideas/services, as requested.
• Become proficient in our Agency Management System, other software applications used and Crye-Leike policies and procedures.
• Take and/or attend webinars or classes as assigned to keep abreast of new products available for clients and acquire additional insurance knowledge and expertise, as opportunities occur.
• Perform other duties as assigned.

Requirements:

• Property & Casualty Insurance License required.
• A Minimum of 1 year experience in an independent insurance agency in the field of Property & Casualty Insurance and customer service – other combinations of work and/or experience will be considered.
• Effective, professional communication skills – oral, written and interpersonal with the ability to develop client relationships.
• Applied EPIC agency management system proficiency is strongly preferred.
• Experience quoting personal lines insurance with multiple insurance carriers required.
• High School Diploma or equivalent education and related training.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office suite of software.
• High level of organizational ability, self discipline and motivation.
• Solution driven problem solving skills and analytical ability.
• Detail-oriented with the ability to work independently, applying education and experience to achieve outstanding results.
• Demonstrate highest level technical and cognitive abilities to ensure accuracy and precision.
• Team player with a strong work ethic.
• Demonstrated success in overall customer service.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• property and casualty insurance and customer service: 1 year (Required)

License/Certification:

• Property and Casualty Insurance license (Required)

Work Location: In person