Customer Retention & Relationship Specialist

Mcdonaldinsurancegroup; Lancaster (OH); On-site; USD 20,664 - 27,552; Full time

Benefits offered by this job

Simple IRA matching

Commissions

Bonuses based on performance

Health insurance

Paid time off

Signing bonus

Opportunity for advancement

Job summary

Mcdonaldinsurancegroup in Lancaster, OH, is seeking a Customer Retention Specialist to support customer relationships and contribute to office growth. This position emphasizes outreach, policy renewals, and maintaining strong client relationships.

The ideal candidate is a natural relationship-builder, calm under pressure, and dedicated to providing excellent service that positively impacts the community. The role offers competitive compensation, ranging from $15.00 to $20.00 per hour, along with benefits like health insurance.

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a 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

Problem-solving abilities

Effective communication

Listening skills

Detail-oriented

Job description

Mcdonaldinsurancegroup in Lancaster, OH, is seeking a Customer Retention Specialist to support customer relationships and contribute to office growth. This position emphasizes outreach, policy renewals, and maintaining strong client relationships.

The ideal candidate is a natural relationship-builder, calm under pressure, and dedicated to providing excellent service that positively impacts the community. The role offers competitive compensation, ranging from $15.00 to $20.00 per hour, along with benefits like health insurance.