Customer Retention Specialist — Renewals & Relationships

Derek Daniel - State Farm Agent; Northport (AL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health Insurance Stipend

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Derek Daniel Insurance Agency, Inc is seeking a Customer Retention Specialist to support ongoing client relationships in Northport, Alabama. You will focus on renewals, outreach, and relationship maintenance, helping clients select coverage options and stay covered.

The role emphasizes empathetic communication, accuracy in records, and collaboration with the team to grow the office and improve customer experience while upholding our community-minded approach.

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.

Job description

Derek Daniel Insurance Agency, Inc is seeking a Customer Retention Specialist to support ongoing client relationships in Northport, Alabama. You will focus on renewals, outreach, and relationship maintenance, helping clients select coverage options and stay covered.

The role emphasizes empathetic communication, accuracy in records, and collaboration with the team to grow the office and improve customer experience while upholding our community-minded approach.