Client Success & Retention Specialist (Insurance)

Denverhighlandsinsurance; Denver (CO); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

A leading insurance agency in Denver is seeking a Customer Retention Specialist to provide exceptional support and build long-term client relationships. This full-time role involves serving as the main contact for clients, assisting with policy inquiries, and identifying sales opportunities in a consultative manner. Candidates must be detail-oriented and willing to obtain necessary licenses, with full training and support offered. Competitive salary of $55,000 - $65,000 per year and a supportive agency culture await.

Qualifications

• Passion for helping clients and delivering excellent service.
• Comfortable pivoting from service to sales in a consultative way.
• Willingness to obtain Property & Casualty and Life & Health licenses.

Responsibilities

• Serve as a primary in-office point of contact for existing clients.
• Assist with policy changes, renewals, billing inquiries, and endorsements.
• Support clients through the claims process and follow up as needed.

Skills

Customer service skills

Relationship-building

Communication skills

Detail-oriented

Organized

Job description

A leading insurance agency in Denver is seeking a Customer Retention Specialist to provide exceptional support and build long-term client relationships. This full-time role involves serving as the main contact for clients, assisting with policy inquiries, and identifying sales opportunities in a consultative manner. Candidates must be detail-oriented and willing to obtain necessary licenses, with full training and support offered. Competitive salary of $55,000 - $65,000 per year and a supportive agency culture await.