Client Care & Retention Specialist - Insurance

Latoryastreet; Oak Park (IL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Advancement opportunities

401(k) matching

Performance bonus

Job summary

Street Insurance Agency in Oak Park, IL is seeking a Customer Retention Specialist to support ongoing relationships with existing clients and contribute to office growth. This role focuses on outreach, policy renewals, and relationship maintenance to ensure high customer satisfaction.

You will coordinate with team members to review accounts, communicate renewal options, and record interactions accurately while upholding our commitment to integrity and community service.

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with focus on customer experience.
• Previous experience in customer service or account management preferred.
• Must be able to obtain applicable state insurance licenses.

Responsibilities

• Communicate with existing customers regarding renewals and coverage options.
• Review accounts and assist with updates or changes as needed.
• Identify opportunities to enhance customer satisfaction and engagement.
• Maintain accurate records and documentation of interactions.
• Collaborate with team members to meet retention and outreach objectives.

Skills

Interpersonal skills

Communication

Listening

Problem-solving

Detail-oriented

Customer service experience

Job description

Street Insurance Agency in Oak Park, IL is seeking a Customer Retention Specialist to support ongoing relationships with existing clients and contribute to office growth. This role focuses on outreach, policy renewals, and relationship maintenance to ensure high customer satisfaction.

You will coordinate with team members to review accounts, communicate renewal options, and record interactions accurately while upholding our commitment to integrity and community service.