Client Relations & Retention Specialist

Carlson Insurance Agency, Inc.; Milford (CT); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus

Flexible schedule

Paid time off

Training & development

Advancement opportunities

Job summary

Carlson Insurance Agency, Inc. seeks a Customer Relations Representative to support Wanda Carlson - State Farm Agent. You will deliver exceptional client experiences, resolve inquiries, and coordinate with agency teammates to strengthen community trust.

This role offers a competitive salary, a flexible schedule, training, and opportunities for advancement, with responsibilities including managing inquiries, updating client records, supporting retention efforts, and ensuring customer satisfaction.

Qualifications

• Strong communication and problem-solving skills.
• Experience in customer service preferred.
• Ability to handle high-stress situations calmly.

Responsibilities

• Manage customer inquiries and resolve issues.
• Maintain client records and update information as needed.
• Assist with customer retention strategies.
• Coordinate with other departments to ensure customer satisfaction.

Skills

Strong communication and problem‑solv…

Experience in customer service

Ability to handle high‑stress Situ…

Job description

Carlson Insurance Agency, Inc. seeks a Customer Relations Representative to support Wanda Carlson - State Farm Agent. You will deliver exceptional client experiences, resolve inquiries, and coordinate with agency teammates to strengthen community trust.

This role offers a competitive salary, a flexible schedule, training, and opportunities for advancement, with responsibilities including managing inquiries, updating client records, supporting retention efforts, and ensuring customer satisfaction.