Customer Service and Retention Specialist, Brokerage / Multi-carrier

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🕒 vor 11 Tagen

🏈 Alabama, Arizona, +28 weitere Bundesländer – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $50.000 - $58.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💝 Kundenservice

🚫👨‍🎓 Kein Abschluss erforderlich

🦅 H1B-Visum-Sponsor

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Kin Insurance

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 2016

💸 Finanzen

👥 B2C

Finance • B2C

Wo Kreativität auf Wirkung trifft: Wir arbeiten mit Marken, Organisationen und Innovatoren zusammen, um kühne, transformative und zielgerichtete Projekte zu realisieren. Kin vereint die gedankliche Führung einer Unternehmensberatung, die kreative Vielfalt einer Agentur, das handwerkliche Geschick einer Produktionsfirma und die Innovationskraft eines Start-ups in einer Einheit – sowohl zum Vorteil unserer Partner als auch der Welt insgesamt. Zu unseren Kunden zählen Intuit Mailchimp, Delta Air Lines, Uber und Ben & Jerry’s.

Beschreibung

• Own inbound renewal review conversations with existing policyholders, identifying opportunities to improve value and retain business. • Contact customers who have expressed interest in canceling coverage and conduct retention-focused consultations across multiple carrier options. • Perform coverage counseling and policy reviews to ensure customers understand their protection, pricing, and available alternatives. • Reshop policies with approved carrier partners to identify competitive coverage and pricing solutions. • Resolve customer questions, concerns, and service issues through phone and email interactions. • Create, update, and deliver policy options and documentation for customer review. • Navigate complex customer situations, de-escalate concerns, and identify solutions that balance customer needs with business objectives. • Maintain accurate records, follow-up activities, and policy documentation in applicable systems. • Leverage available tools, resources, and carrier relationships to maximize retention outcomes. • Contribute to the improvement of forms, procedures, training materials, and operational processes when opportunities arise.

🎯 Anforderungen

• Active Personal Lines or Property & Casualty Insurance License. • 2+ years of brokerage or multi-carrier insurance experience. • 1+ year of insurance sales, retention, or customer retention experience. • Experience conducting policy reviews, coverage counseling, and renewal consultations. • Ability to de-escalate challenging customer situations and resolve concerns over the phone. • Strong attention to detail and accuracy when handling policy information and documentation. • Experience managing multiple customer follow-ups, priorities, and tasks in a fast-paced environment. • Comfort navigating insurance systems, carrier platforms, and customer service technology. • Bilingual Spanish language skills (Bonus).

🏖️ Vorteile

• Competitive salary and company equity through Restricted Stock Units (RSUs), granted as part of our standard compensation package and based on role and level • 401(k) with company match up to 4% of eligible earnings • Multiple medical plan options, plus dental and vision coverage • Company-funded HSA contributions (based on medical plan selection) • Company-paid life insurance and short-term disability • Employee referral bonuses • A variety of supplemental benefit options, including long-term disability, critical illness, accident, legal, and pet insurance • Access to mental health support and confidential counseling resources • 11 days of accrued PTO and 7 days paid sick leave per year, plus 8 paid company holidays • Paid parental leave, including up to 14 weeks at 100% pay for birthing parents and 8 weeks at 100% pay for non-birthing parents • Career mobility and internal growth opportunities across the organization • Professional development budgets for certifications, conferences, and learning available, subject to management approval