Customer Service & Retention Specialist

Allstate Mike Arcentales; Estero (FL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

PTO

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Job summary

Allstate Mike Arcentales is seeking a Customer Service & Retention Specialist to be the friendly voice customers rely on. You’ll answer questions, update policies, welcome new clients and keep existing ones engaged so they stay with the agency for years.

The role supports phone or face-to-face interactions with a collaborative team behind you and a meaningful impact on families and businesses we protect.

Qualifications

• 1–2 years of customer service experience required.
• Active Florida 2-20 or 4-40 license preferred/required for top pay.
• Insurance agency experience is a big plus, especially with Allstate or Florida homeowners and flood carriers.

Responsibilities

• Be the go-to person for our customers. Answer calls, emails and texts; make policy changes and handle billing questions and service requests; return every call the same day.
• Welcome new clients aboard. Onboard new customers and schedule life insurance reviews to ensure full protection.
• Keep our customers with us. Reach out about renewals and rate changes; help customers see value and catch missed payments before coverage lapses.
• Work with carrier partners. Keep brokered carrier accounts up to date; log renewals, reminders, underwriting requests and notices in our agency system.
• Help our customers and our agency grow. Spot opportunities to add home, auto, or flood coverage; request Google reviews; collaborate with sales agents to finish strong.

Skills

Customer service

Communication

Positive attitude

Job description

Job Description

Do you love helping people, like a day with some variety, and get a kick out of crossing things off your list? We’d love to meet you!

We’re a busy, friendly Allstate agency, and we’re growing. We’re looking for a Customer Service & Retention Specialist to join our team. You’ll be the friendly voice our customers count on. You’ll answer their questions, update their policies, welcome new clients and help existing ones feel taken care of, so they stay with us for years.

You’ll be able to help our clients via phone or face to face. You’ll also have a supportive team behind you. No two days are exactly the same, and every day you’ll make a real difference for the families and businesses we protect.

Pay: $50,000–$65,000 a year, depending on experience and licensing. To reach the top of the range, you’ll need both an active Florida P&C license (2-20 or 4-40) and insurance agency experience.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan

Responsibilities

• Be the go-to person for our customers. Answer calls, emails and texts. Make policy changes, help with billing questions and service requests, and return every call the same day.
• Welcome new clients aboard. Onboard new customers and make them feel at home. Schedule their life insurance review appointments so they’re fully protected.
• Keep our customers with us. Reach out about upcoming renewals and rate changes. Help customers who are shopping around see the value they already have, and catch missed payments before coverage lapses.
• Work with our carrier partners. Keep our brokered carrier accounts up to date. That covers renewals, payment reminders, underwriting requests and notices, all logged accurately in our agency system.
• Help our customers and our agency grow. Spot chances to add home, auto or flood coverage, ask happy customers for Google reviews and team up with our sales agents to finish each day strong.

Requirements

• A people person with a positive attitude. You enjoy talking with customers, stay calm and upbeat when someone is frustrated, and love turning a problem into a “thank you so much!”
• Customer service experience. At least 1–2 years in customer service is required. Insurance agency experience is a big plus, especially with Allstate or Florida homeowners and flood carriers.
• Licensing, or the drive to get licensed. An active Florida 2-20 or 4-40 license is preferred, and it’s required for the top of the pay range.
• Organized and detail-oriented. You can keep several tasks moving at once, follow a daily checklist and take great notes, so nothing slips through the cracks.
• Comfortable with computers and eager to learn. You’re at ease with email, online portals and customer management software. We’ll train you on everything else!