Retention Specialist
20 days ago
Memphis
Job Description 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., • 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.Company DescriptionWe are a rapidly growing, well-established, full-service independent insurance agency that serves thousands of households across seven states in the Mid-South. We currently have a home-based opening in Tennessee for a producer with a passion for helping protect the property and assets of our customers. Our unique business affiliation with Crye-Leike®, REALTORS® presents a great deal of opportunity with over 3,300 direct referral resources available to refer leads daily.We are a rapidly growing, well-established, full-service independent insurance agency that serves thousands of households across seven states in the Mid-South. We currently have a home-based opening in Tennessee for a producer with a passion for helping protect the property and assets of our customers. Our unique business affiliation with Crye-Leike®, REALTORS® presents a great deal of opportunity with over 3,300 direct referral resources available to refer leads daily.