Retention Specialist

4 weeks ago


Virginia Beach, Virginia, United States Evertree Insurance LLC Full time

{"h1": "Evertree Account Review Agent", "h2": "Job Description", "p1": "We are seeking a highly motivated Evertree Account Review Agent to expand relationships with current clients by supporting service interactions and referrals, and proactively addressing targeted policy renewals to increase retention.", "ul1": ["Support Evertree\u2019s Personal Lines carrier strategy through re-shops, book rolls, and client account rounding in an organized and timely fashion.", "Maintain fee capture and cross-sell percentage, including life insurance.", "Adhere to Evertree\u2019s organizational system to maintain client satisfaction through proper touch points and follow Salesforce guidelines.", "Stay educated on carrier systems and consistently offer clients the best possible options based on their needs.", "Commit to ongoing training and improvement to master the Evertree sales philosophy.", "Maintain a positive attitude and be a Evertree team player."]}



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