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Personal Lines Insurance Retention Specialist
1 month ago
Thrive Insurance, Inc.
Personal Lines Insurance Retention Specialist
Oklahoma City, OK·Full time
Apply for Personal Lines Insurance Retention Specialist
The Insurance Retention Specialist is tasked with the vital mission of enhancing customer retention and satisfaction through expert management of the renewal process, strengthening client relationships, and strategically driving increases in policy upgrades and cross-sells.
Description
Unlock Your Potential in Insurance: Lead the Way in Client Retention and Satisfaction
Enhance Customer Loyalty and Drive Growth at Thrive Insurance.
Visit Thrive Insurance
to become part of a forward-thinking insurance company that values innovation, employee growth, and customer satisfaction. At Thrive, we offer a dynamic work environment with opportunities for professional development, competitive benefits, and a culture that promotes work-life balance. Join us to make a real difference in the lives of our clients while advancing your career in a supportive and challenging setting.
Position Title: Insurance Retention Specialist
Mission of the Role:
The Insurance Renewal Specialist is tasked with the vital mission of enhancing customer retention and satisfaction through expert management of the renewal process, strengthening client relationships, and strategically driving increases in policy upgrades and cross-sells.
Results to Be Generated:
1. Increase Renewal Rates: Achieve and exceed a renewal rate improvement of 5% by fostering strong customer relationships and understanding client needs.
2. Enhance Customer Satisfaction: Raise customer satisfaction levels by 10% through personalized service and effective communication.
3. Boost Policy Upgrades and Cross-Sells: Drive a 15% increase in policy upgrades and additional product sales by identifying and capitalizing on opportunities tailored to client requirements.
Skills, Attributes, and Responsibilities:
Skills Required: Excellent customer relationship management, persuasive sales abilities, strong analytical skills, and effective problem-solving.
Attributes: Customer-oriented, resilient, ethical, and strategic thinker, with a proactive and team-oriented approach.
Responsibilities:
- Manage and streamline the renewal process to ensure efficiency and accuracy.
- Proactively engage with clients to review and renew policies.
- Identify and act on upselling and cross-selling opportunities.
- Maintain high standards of customer service to resolve issues and enhance satisfaction.
Are you ready to drive change and lead the way in customer retention and satisfaction? Can you tackle challenges head-on and use your skills to make a lasting impact on our clients and their insurance experiences? We are looking for someone who is not just looking for a job, but a meaningful career that makes a difference in people’s lives.
APPLY NOW to be a part of a progressive team at Thrive Insurance, where your work directly contributes to our growth and client success. Join us in shaping the future of insurance
We’re excited to see how you can make a difference with us at Thrive Insurance
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