Job Description
Benefits:
- Flexible schedule
- Additional earnings potential
- On-the-job training
- Paid time off
- Simple Plan Matching
We are seeking a friendly and dedicated Customer Loyalty Specialist to join our insurance agency team. As a Customer Loyalty Specialist, you will play a crucial role in building and maintaining strong relationships with our clients by providing exceptional customer service and support. If you have excellent communication skills and a passion for helping others, we want to hear from you!
Responsibilities:
- Serve as the primary point of contact for clients, addressing their inquiries, concerns, and requests in a timely and professional manner
- Build and nurture strong relationships with clients to enhance loyalty and satisfaction
- Proactively reach out to clients to ensure their insurance needs are met and to identify opportunities for additional coverage or services
- Assist clients with policy inquiries, changes, and cross-selling
- Educate clients on available insurance products and coverage options
- Coordinate with insurance agents and underwriters to resolve client issues and ensure seamless service delivery
- Maintain accurate client records and documentation
- Monitor client feedback and satisfaction levels, and take appropriate actions to address any concerns or issues
Requirements:
- A successful candidate must obtain property & casualty insurance licenses within agreed time of hiring offer (30 Days) & life license (90 days from original hire date)
- Excellent customer service and communication skills
- Friendly and outgoing personality with a genuine desire to help others
- Strong interpersonal skills and the ability to build rapport with clients
- Detail-oriented with excellent organizational and time management abilities
- Ability to work effectively in a fast-paced environment and handle multiple tasks simultaneously
- Proficient in using computer applications and customer relationship management (CRM) software
- Previous experience in customer service or a similar role is preferred, but not required
The Harmon Agency is passionate about people and protecting their dreams. Specializing in auto, home, life, commercial, and farm insurance, the Harmon Agency has been recognized among American Family Agencies for excellence in customer service and sales. The agency is looking to expand its outstanding team with the addition of a Customer Loyalty Specialist.
Saint Peter, MN 56082: Reliably commute or planning to relocate before starting work (Required)