Customer Experience Specialist

4 weeks ago


Cottonwood Heights, Utah, United States Lance Paulson Insurance Agency Inc Full time
Job Overview

We are seeking a highly motivated and customer-focused individual to join our team as a Loyalty Manager. In this role, you will play a key part in building strong relationships with our clients, ensuring their satisfaction, and driving business growth.

Key Responsibilities:

  • Execute our Personal Insurance Review (PIR) process to ensure client satisfaction.
  • Enter client information into various databases and customize message delivery via email, text, mail, and phone calls.
  • Submit auto, home, and commercial insurance policies to bind coverage as needed.
  • Collaborate with the Manager to create, systematize, and implement new marketing programs, including client appreciation events and campaigns with networking partners.
  • Monitor and update key performance tracking systems in Excel or Google Sheets.
  • Provide personalized, professional customer service experiences by building trust and developing strong customer relationships.
  • Respond to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures.
  • Monitor and resolve updates, including renewals, policy changes, reinstatements, cancels, premium changes, questions, etc.
  • Estimate and quote policy premiums in compliance with underwriting guidelines.
  • Identify and suggest complimentary products discovered through client interactions or data analysis.

Requirements:

  • Willingness to obtain the Property & Casualty insurance license (if not already held). We will provide training and support for the right candidate.
  • Ability to work 40 hours/week from approximately 9:00-5:30, mostly in one of our offices.
  • Strong initiative, assertiveness, and follow-through skills.
  • Ability to work independently with minimal supervision or as part of a team as needed.

Compensation:

We offer a competitive starting annual salary of $40k, plus bonuses, commissions, 401k match, paid time off, and health benefit options. The option to work from home one day per week can be earned after six months.



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