Client Experience & Retention Manager

The Juris Agency; Ottawa (KS); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Mon-Fri Schedule

Job summary

The Juris Agency is seeking a Customer Experience Manager to deliver outstanding service and strengthen client relationships across insurance products. You will own customer onboarding, renewals, and proactive retention while identifying cross-selling opportunities to grow the book of business.

You will guide clients through policy options, ensure clear communications, and collaborate with the team to maintain an exceptional customer experience.

Qualifications

• Excellent communication and customer service skills.
• Strong organizational skills and attention to detail.
• Positive attitude with a team-oriented mindset.
• Ability to multitask and work efficiently in a fast-paced environment.
• Comfortable using computers and learning new software.

Responsibilities

• Answer inbound phone calls and assist clients with questions and policy needs.
• Process policy changes, endorsements, billing requests, and other service transactions.
• Resolve customer concerns promptly and professionally.
• Provide an exceptional customer experience on every interaction.
• Conduct onboarding meetings with all new customers.
• Review coverages, payment options, online account access, and available discounts.
• Ensure customers understand their policies and know how to reach our agency.
• Review upcoming renewals with customers.
• Identify coverage gaps and recommend appropriate updates.
• Help improve customer retention through proactive communication.
• Review the existing book of business for cross-selling opportunities.
• Recommend additional insurance products that fit each customer’s needs.
• Generate referrals when appropriate.

Skills

Clear communication

Customer service

Organization

Multitasking

Tech savvy

Education

Property & Casualty license (willing to obtain)

Tools

CRM software

Job description

The Juris Agency is seeking a Customer Experience Manager to deliver outstanding service and strengthen client relationships across insurance products. You will own customer onboarding, renewals, and proactive retention while identifying cross-selling opportunities to grow the book of business.

You will guide clients through policy options, ensure clear communications, and collaborate with the team to maintain an exceptional customer experience.