Customer Loyalty Specialist

Patrick Huck Agency, LLC

Customer Loyalty Specialist

Winneconne, WI
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Competitive salary

    Opportunity for advancement

    Paid time off

    Training & development

    Benefits/Perks

    Competitive hourly pay rate plus commission and bonuses

    Paid training

    Paid Time Off

    Paid Holidays

    401K, Health, Life and short term disability insurance, FlexBen, dental and vision available

    Job Summary The Customer Loyalty Specialist (Oshkosh Location) 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 and transfer 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

    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.