- Conduct comprehensive insurance reviews for existing clients to assess their coverage needs and identify opportunities for additional products or upgrades.
- Identify cross-selling opportunities and promote additional products to existing clients.
- Utilize CRM software to maintain accurate records of client interactions and policy details.
- Provide personalized solutions to clients based on their insurance preferences.
- Act as a trusted advisor to clients by offering expert guidance on insurance-related matters and assisting them in making informed decisions about their coverage.
- Property and Casualty license
- Previous insurance experience, preferably recent Allstate experience
- Strong understanding of property and casualty insurance products and services
- Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues.
- Proven track record of achieving cross-selling and customer retention goals.
- Ability to work independently and prioritize tasks in a fast-paced environment.
- Proficient in Windows 11, Outlook, Google Drive, and Dropbox
- Comfortable with cross-selling techniques to promote additional insurance products.
- Detail-oriented with strong organizational skills and the ability to multitask effectively.
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Licensed Insurance Client Retention Specialist - Happy Valley, United States - Heidi Rowan Insurance Agency
3 weeks ago
Description
Job Description
Job DescriptionAs a Licensed Insurance Client Retention Specialist, you will play a crucial role in maintaining strong relationships with our existing clients and ensuring their continued satisfaction with our insurance products and services. You will be responsible for managing client accounts, conducting insurance reviews, cross-selling policies, and implementing strategies to enhance customer retention. We are one of the largestAllstate offices in Oregon, so the ability to handle a large call volume and task prioritization is a must.
Benefits
Hourly Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Responsibilities
Requirements
