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Insurance Agency Retention Specialist

Company: Valued Advertiser
Location: Rapid City
Posted on: September 13, 2021

Job Description:

$50,000 Salary plus Bonus & Benefits - Large Multi Line Insurance agency is looking for a customer Retention Specialist. This team member is a liaison with our existing customers. They provide product/services information and resolve customer concerns with accuracy and efficiency. This person must be patient, empathetic, and passionately communicative. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. The ideal candidate will have prior agency experience and hold a current South Dakota Insurance license. 


  • Evaluate and manage customer accounts
  • Identify and assess customers’ needs to achieve satisfaction
  • Build sustainable relationships and trust with customer accounts through open and interactive communication
  • Provide accurate, valid and complete information 
  • Meet personal/customer service team targets
  • Handle and follow up on customer complaints
  • Keep records of customer interactions, process customer accounts and file documents
  • Follow communication procedures, guidelines and policies


  • Proven customer support experience or experience as a client service representative
  • Strong phone contact handling skills and active listening
  • Familiarity with CRM systems and practices
  • Customer orientation and ability to adapt/respond to different types of characters
  • Excellent communication and presentation skills
  • Ability to multi-task, prioritize, and manage time effectively

Keywords: Valued Advertiser, Rapid City , Insurance Agency Retention Specialist, Other , Rapid City, South Dakota

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