Customer Service & Retention Specialist

Do you love helping people, like a day with some variety, and get a kick out of crossing things off your list? Wed love to meet you!

Were a busy, friendly Allstate agency, and were growing. Were looking for a Customer Service & Retention Specialist to join our team. Youll be the friendly voice our customers count on. Youll answer their questions, update their policies, welcome new clients and help existing ones feel taken care of, so they stay with us for years.

Youll be able to help our clients via phone or face to face. Youll also have a supportive team behind you. No two days are exactly the same, and every day youll make a real difference for the families and businesses we protect.

Pay: $50,000$65,000 a year, depending on experience and licensing. To reach the top of the range, youll need both an active Florida P&C license (2-20 or 4-40) and insurance agency experience.

Salary Range: $50000.00 - $65000.00 per year

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Responsibilities

Be the go-to person for our customers. Answer calls, emails and texts. Make policy changes, help with billing questions and service requests, and return every call the same day.

Welcome new clients aboard. Onboard new customers and make them feel at home. Schedule their life insurance review appointments so theyre fully protected.

Keep our customers with us. Reach out about upcoming renewals and rate changes. Help customers who are shopping around see the value they already have, and catch missed payments before coverage lapses.

Work with our carrier partners. Keep our brokered carrier accounts up to date. That covers renewals, payment reminders, underwriting requests and notices, all logged accurately in our agency system.

Help our customers and our agency grow. Spot chances to add home, auto or flood coverage, ask happy customers for Google reviews and team up with our sales agents to finish each day strong.

A people person with a positive attitude. You enjoy talking with customers, stay calm and upbeat when someone is frustrated, and love turning a problem into a thank you so much!

Customer service experience. At least 12 years in customer service is required. Insurance agency experience is a big plus, especially with Allstate or Florida homeowners and flood carriers.

Licensing, or the drive to get licensed. An active Florida 2-20 or 4-40 license is preferred, and its required for the top of the pay range.

Organized and detail-oriented. You can keep several tasks moving at once, follow a daily checklist and take great notes, so nothing slips through the cracks.

Comfortable with computers and eager to learn. Youre at ease with email, online portals and customer management software. Well train you on everything else!