Insurance Client Success & Bundling Specialist

Shannon Kuhn Insurance; Covington (LA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Annual Base Salary

Bonus Opportunities

Paid Time Off

Retirement Plan

Career Growth

Mon-Fri Schedule

Hands-on Training

Job summary

Shannon Kuhn Insurance in Covington, LA seeks an enthusiastic, customer-focused professional to support policy servicing and client retention. You will build strong client relationships via phone, email, and in person, handle policy changes and renewals, and promote household bundling for enhanced protection.

The ideal candidate is dependable, detail-oriented, and eager to learn within a supportive, team-driven agency culture.

Qualifications

• Active Louisiana Property & Casualty or Personal Lines license is required.
• Strong communication and relationship-building skills.
• Ability to multi-task in a fast-paced agency environment.

Responsibilities

• Provide exceptional customer service and build strong relationships with clients through phone, email, and in-person interactions.
• Assist customers with policy changes, renewals, billing questions, coverage reviews, and general service requests.
• Identify opportunities to improve customer protection through household bundling and additional coverage recommendations.
• Retain existing clients by delivering a positive, solution-focused customer experience.
• Process policy endorsements and customer requests accurately and efficiently.
• Answer incoming calls promptly and return customer messages in a timely manner.

Skills

Customer service

Relationship building

Communication

Problem solving

Multitasking

Education

Louisiana Property & Casualty License

Job description

Shannon Kuhn Insurance in Covington, LA seeks an enthusiastic, customer-focused professional to support policy servicing and client retention. You will build strong client relationships via phone, email, and in person, handle policy changes and renewals, and promote household bundling for enhanced protection.

The ideal candidate is dependable, detail-oriented, and eager to learn within a supportive, team-driven agency culture.