Policy Retention Consultant

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 Client Retention Advisor. Our agency is dedicated to streamlining the insurance experience for all 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 Commensurate with Experience
  • Generous Paid Time Off
  • Comprehensive Health, Dental, Vision, Life, and Disability Insurance
  • Hands-on Training for Career Development
  • Pathways for Professional Growth
  • Retirement Savings Options
Key Responsibilities:
  • Evaluate client policy requirements and propose suitable solutions
  • Oversee policy renewals and perform client reviews
  • Manage insurance documentation and policy modifications
  • Provide insurance quotes and promote additional services to current clients
  • Deliver outstanding customer service and cultivate strong relationships
  • Respond to client inquiries and concerns 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 crucial


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