Customer Retention Specialist

2 months ago

Willis, United States TGH Insurance Full time

**About us**

TGH insurance is the first family owned independent insurance agency specifically designed to give back to the community of Montgomery, Texas. With every other agency you are a client or customer. When you insure with TGH Insurance, you become a partner in creating a better community for us all. We specialize in a wide range of insurance services like Auto insurance, Boat insurance, Home Insurance, Umbrella insurance, motorcycle insurance as well as insurance for Business owners in Texas.

Our work environment includes:

- Modern office setting
- Growth opportunities

We have just ONE spot left on our team for a very special person Bilingual is +

If you want to be a part of something HUGE, work with people who support YOU, a career with work life balance and growth opportunities.

Must be coachable, driven, ambitious, and have a positive mindset. Lets schedule the interview that will be the game changer for you in 2023.

Our Customer Retention Specialist will be responsible for providing exceptional customer service to our current clients, develop and implement strategies to maximize customer retention for our P&C insurance products. You will proactively engage with customers to understand their needs, address any concerns, and ensure their continued satisfaction. Your exceptional communication and negotiation skills, coupled with a deep understanding of the insurance industry, will enable you to build long-lasting relationships and drive customer loyalty.

Insurance industry and office experience and knowledge is required for this position.

**Responsibilities**
- Develop and execute comprehensive retention strategies to minimize policy cancellations and maximize customer retention rates.
- Proactively reach out to existing customers to understand their needs, address any issues or concerns, and provide personalized solutions to ensure their ongoing satisfaction.
- Conduct regular policy reviews with customers to identify opportunities for additional coverage, cross-selling, or upselling.
- Ask each customer for referrals and explain our referral program.
- Share training and education knowledge and expertise with team members.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain knowledge of new products.
- Provide exceptional customer service.
- Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
- Utilize customer relationship management (CRM) software and other tools to accurately document interactions, track customer preferences, and monitor retention efforts.
- Collaborate with marketing and sales teams to develop targeted campaigns, promotions, and initiatives aimed at improving customer retention rates.

Pay: $12.00 - $17.00 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- Flexible schedule
- On-the-job training
- Paid time off

Experience level:

- 1 year

Shift:

- Day shift

Weekly day range:

- Monday to Friday

Work setting:

- In-person
- Office

Work Location: In person

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