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Location

Parker, CO | United States

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Job description

Join Tom Wohrley Allstate Agency as a Retention Specialist!

Calling all passionate individuals who thrive in a positive, supportive environment and love helping others!

The Tom's Insurance & Financial Services Allstate Agency has an amazing opportunity in our Parker, CO location for a  Client Retention Specialist  who will play a vital role in ensuring our policyholders receive exceptional service and feel valued at every touch point. As a Client Retention Specialist, you will be making calls to our existing clients to assist and answer questions on billing, renewals, cancellations, using excellent communication skills to build rapport and address any concerns.

We are seeking someone with a great attitude, outgoing personality, who "never meets a stranger" and has a true passion for helping others . Ideal candidates will have a valid P&C Insurance license and prior captive agency experience.

About the Agency

Tom's Insurance and Financial Services Allstate Agency helps our customers with home, auto, life, renters insurance & more. This service-oriented insurance agency is owned & operated locally and has been a  pillar in the community for 10 years ! This award-winning, rapidly growing agency is dedicated to investing in and developing a fun, coachable environment where you can learn, grow, and take your career to new heights.

We are seeking candidates who can work full time in our Agency office and that currently have a valid Property & Casualty Insurance License. Only qualified candidates will be contacted.

Benefits
Paid Time Off (PTO)###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Evenings Off###Fun & Friendly work environment###
Responsibilities

• Make outbound calls to policyholders for billing, renewals, and cancellations, using excellent communication and interpersonal skills to build rapport and address concerns.
• Schedule appointments for in-person consultations with agents, ensuring a smooth transition for policyholders seeking personalized service.
• Make welcome calls to new policyholders, introducing them to our agency and resources, and fostering a sense of community.
• Assist with various administrative tasks, maintaining accurate records and contributing to a well-organized workflow.

Requirements

• A Colorado Property & Casualty Insurance License
• A positive and professional attitude with a genuine passion for helping others.
• Excellent communication and interpersonal skills, with the ability to build rapport and actively listen to concerns.
• Ability to work well with others and positively contribute to the team
• Must be coachable
• Strong organizational and time management skills to juggle multiple tasks effectively.
• Proficiency in computer applications, including MS Office Suite and CRM software (willingness to learn new systems is a plus!).
• A clear and confident speaking voice

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Job tags

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Salary