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Insurance Customer Loyalty Specialist
2 months ago
We are seeking a friendly and dedicated Customer Loyalty Specialist to join our insurance agency team. As a Customer Loyalty Specialist, you will play a crucial role in building and maintaining strong relationships with our clients by providing exceptional customer service and support. If you have excellent communication skills and a passion for helping others, we want to hear from you
Responsibilities:
Serve as the primary point of contact for clients, addressing their inquiries, concerns, and requests in a timely and professional manner
Build and nurture strong relationships with clients to enhance loyalty and satisfaction
Proactively reach out to clients to ensure their insurance needs are met and to identify opportunities for additional coverage or services
Assist clients with policy inquiries, changes, and cross-selling
Educate clients on available insurance products and coverage options
Coordinate with insurance agents and underwriters to resolve client issues and ensure seamless service delivery
Maintain accurate client records and documentation
Monitor client feedback and satisfaction levels, and take appropriate actions to address any concerns or issues
Benefits:
Flexible schedule
Additional earnings potential
On-the-job training
Paid time off
Simple Plan Matching
Requirements:
A successful candidate must obtain property & casualty insurance licenses within agreed time of hiring offer (30 Days) & life license (90 days from original hire date)
Excellent customer service and communication skills
Friendly and outgoing personality with a genuine desire to help others
Strong interpersonal skills and the ability to build rapport with clients
Detail-oriented with excellent organizational and time management abilities
Ability to work effectively in a fast-paced environment and handle multiple tasks simultaneously
Proficient in using computer applications and customer relationship management (CRM) software
Previous experience in customer service or a similar role is preferred, but not required
The Harmon Agency is passionate about people and protecting their dreams. Specializing in auto, home, life, commercial, and farm insurance, the Harmon Agency has been recognized among American Family Agencies for excellence in customer service and sales. The agency is looking to expand its outstanding team with the addition of a Customer Loyalty Specialist.
Saint Peter, MN 56082: Reliably commute or planning to relocate before starting work (Required)
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.
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