Insurance Customer Retention Advisor

2 weeks ago


Alpharetta, Georgia, United States North Point Insurance Group Full time
Become a Part of North Point Insurance Group

North Point Insurance Group is on the lookout for a motivated individual to take on the role of Insurance Client Retention Specialist. Our agency is dedicated to streamlining the insurance experience for our clients.

We seek a committed team player who will significantly contribute to improving customer satisfaction and loyalty. If you have a passion for fostering positive client interactions, we encourage you to consider this opportunity.

What We Offer:
  • Attractive Salary Based on Experience
  • Generous Paid Time Off
  • Comprehensive Health, Dental, Vision, Life, and Disability Insurance
  • Hands-on Training for Professional Growth
  • Career Advancement Opportunities
  • Retirement Savings Plans
Your Responsibilities:
  • Evaluate customer policy requirements and provide suitable recommendations
  • Oversee policy renewals and perform customer assessments
  • Manage insurance documentation and policy modifications
  • Provide insurance estimates and cross-sell to current clients
  • Deliver outstanding customer service and cultivate strong relationships
  • Respond to customer inquiries and issues in a timely manner
Qualifications:
  • Willingness to learn, adaptable, and open to coaching
  • Excellent communication and interpersonal abilities
  • Proficient with technology and capable of multitasking
  • No previous insurance experience required, but a desire to learn is essential


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