Insurance Service Professional - Retention Specialist

Allstate Insurance Agency - Daniela Mercado

Insurance Service Professional - Retention Specialist

Stamford, CT
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Competitive salary

    Dental insurance

    Employee discounts

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Parental leave

    Training & development

    Vision insurance

    Wellness resources

    Are you looking for a meaningful career in a local business that has national brand support people recognize and trust?

    We pride ourselves on delivering exceptional service and building lasting relationships with our clients. We are currently seeking a dedicated and proactive Retention Specialist to join our team and help us enhance customer satisfaction, loyalty, and retention.

    Position Overview As a Retention Specialist, you will play a critical role in ensuring our clients have a positive experience with our services. You will be responsible for reaching out to clients, understanding their needs, addressing any concerns, and implementing strategies to enhance overall satisfaction. You will apply insurance knowledge to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice. Your goal will be to foster long-term relationships and minimize client churn.

    Responsibilities

    Develop and maintain strong relationships with existing clients to ensure their ongoing satisfaction.

    Proactively reach out to clients to assess their needs, address concerns, and provide solutions.

    Help protect customers by referring additional insurance products that will meet their needs.

    Analyze client feedback and data to identify trends and areas for improvement.

    Educate prospective customers on how to protect their families and assets

    Collaborate with other departments to resolve client issues and enhance service offerings.

    Create and implement retention strategies to reduce churn and increase client loyalty.

    Conduct semi-annual reviews for insureds in renewal period.

    Job Qualifications

    Previous insurance experience required. Applications without a Property & Casualty Insurance License will not be considered.

    Proven experience in customer service, account management, or client retention roles.

    Excellent communication and interpersonal skills.

    Strong problem-solving abilities and attention to detail.

    Able to multi-task, follow through, and follow-up

    Ability to work independently and as part of a team.

    Proficient in other languages (preferred).

    Bachelor's Degree in Business, Marketing, or related field (preferred).

    Benefits may include:

    Comprehensive on-the-job training

    Get paid to learn!

    Additional bonus promotions offered

    Flexible work hours and remote work.

    Continuous learning and development courses, available through Allstate University

    Positive work environment

    Advancement opportunities

    Disclosure: Each agency is different in how their staff, book of business, sales process, and compensation is structured. Compensation is typically offered as base plus commission and will depend on the agency and your experience. Actual benefits offered will vary per agency and may not include the benefits listed above.

    Good Work. Good Life. Good Hands® The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good.

    Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next – to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them.

    The Service Professional opportunity is not an employment opportunity directly with Allstate Insurance Company, but employment as a staff with Allstate Exclusive Agents who are independent contractors. ©2021 Allstate Insurance Co.

    This is a remote position.

    The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.