Remote Insurance Retention Specialist

Lee Matthews Agency, Inc.; Gainesville (GA); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Internal Competitions

Weekends Off

Work from Home Hybrid

401(k)

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Lee Matthews Agency in Gainesville, GA is seeking a Customer Service & Retention Specialist. The role focuses on servicing existing clients, strengthening relationships, and improving retention.

A hybrid schedule is available after training, with a compensation model that rewards performance and offers opportunities for advancement. You will serve as a trusted resource for policyholders, handling changes, renewals, billing questions, and coverage updates while delivering personalized service to

Qualifications

• Active Property & Casualty license required.
• Minimum 6 months of insurance agency or customer service experience.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organizational abilities.
• Proficient with agency management software and computers.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to customer retention and relationship management.

Responsibilities

• Build and maintain strong relationships with existing policyholders.
• Assist clients with policy changes, renewals, billing questions, and coverage updates.
• Conduct proactive policy reviews to ensure appropriate coverage as needs change.
• Educate customers on policies, coverage options, and discounts.
• Respond to questions with professionalism and urgency.
• Proactively follow up to strengthen retention.
• Identify and address potential retention concerns before customers leave.
• Recommend appropriate coverage enhancements for customer benefit.
• Process policy transactions accurately and maintain records.
• Collaborate with the team to deliver a consistent customer experience.

Skills

Communication

Relationship building

Attention to detail

Organizational skills

Multi-tasking

Customer retention

Tools

Agency management systems

Job description

Lee Matthews Agency in Gainesville, GA is seeking a Customer Service & Retention Specialist. The role focuses on servicing existing clients, strengthening relationships, and improving retention.

A hybrid schedule is available after training, with a compensation model that rewards performance and offers opportunities for advancement. You will serve as a trusted resource for policyholders, handling changes, renewals, billing questions, and coverage updates while delivering personalized service to