Retention Specialist - The Gaddis Agency : Job Details

Job description

Job OverviewCome and grow with us!! At The Gaddis Agency, we believe in building lasting relationships with our clients by offering exceptional insurance solutions and outstanding customer service. We are a fast growing, dynamic agency committed to supporting our clients' insurance needs while fostering a positive and supportive workplace for our team. We are currently looking for a Retention Specialist to join our team and play a crucial role in ensuring customer satisfaction and long-term client relationships.

As a Retention Specialist, you will play a crucial role in maintaining and enhancing customer relationships to ensure continued satisfaction and loyalty. Your role will involve regular interaction wiht current clients, conducting policy reviews, policy rewrites, and implementing strategies to improve client retention. This is an exciting opportunity for a proactive, customer-oriented individual to make a signifcant impact on our business. This position does require an active P&C and life (or the willingness to obtain within 90 days).

Duties- Conduct outbound calls to existing customers to conduct policy reviews- Identify opportunities for cross-selling addtional products that meet our client's needs- Maintain detailed client records and interactions in the CRM system- Provide exceptional client services by resolving issues promptly and professionally servicing policies as needed- Develop and execute strategies to prevent policy cancellations and reduce client turnover- Be able to effectively and professionally communicate across several platforms

Qualifications- Excellent and professional communication skills with a friendly and professional demeanor- Ability to buid relationships and trust with clients- Previous sales experience a plus- Must be P&C and life licensed (or willing to obtain within first 90 days)- Ability to work in an office environment and handle multiple tasks simultaneously- Must be able to pass a background screening and a drug test

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k) matching
• On-the-job training
• Paid time off