Personal Lines Retention Specialist-Part Time
The Insurance Retention Specialist is tasked with the vital mission of enhancing customer retention and satisfaction through expert management of the renewal process, strengthening client relationships, and strategically driving increases in policy upgrades and cross-sells. About Thrive Insurance, Inc. Live With Purpose We don’t just work. We help. We succeed. At Thrive we strive to live balanced lives. We are passionate about innovating the insurance world and delivering solutions that work, but we are also passionate about serving our families and our community. Life is short, so we work to thrive. Recognized as one of Oklahoma City's fastest growing private companies, Thrive hires only the Top Performing Agents & Service Team Members in the industry. To those Advisors who make it through our recruitment process, we offer the opportunity to build wealth through residual income without the stress and overhead that comes with owning an agency or doing it on your own. Our commission rates for new and renewal business are benchmarked with the industry's best practices. We provide the workspace, carriers, systems, support, technology, and tools (including brand equity). You bring the effort. Description Unlock Your Potential in Insurance: Lead the Way in Client Retention and Satisfaction...while only working 4 days a week! Enhance Customer Loyalty and Drive Growth at Thrive Insurance. Visit Thrive Insurance to become part of a forward-thinking insurance company that values innovation, employee growth, and customer satisfaction. At Thrive, we offer a dynamic work environment with opportunities for professional development, competitive benefits, and a culture that promotes work-life balance. Join us to make a real difference in the lives of our clients while advancing your career in a supportive and challenging setting. Position Title: Personal Lines Insurance Retention Specialist Mission of the Role: The Insurance Renewal Specialist is tasked with the vital mission of enhancing customer retention and satisfaction through expert management of the renewal process, strengthening client relationships, and strategically driving increases in policy upgrades and cross-sells. Results to Be Generated: 1. Increase Renewal Rates: Achieve and exceed a renewal rate improvement of 5% by fostering strong customer relationships and understanding client needs. 2. Enhance Customer Satisfaction: Raise customer satisfaction levels by 10% through personalized service and effective communication. 3. Boost Policy Upgrades and Cross-Sells: Drive a 15% increase in policy upgrades and additional product sales by identifying and capitalizing on opportunities tailored to client requirements. Skills, Attributes, and Responsibilities: Skills Required: Excellent customer relationship management, persuasive sales abilities, strong analytical skills, and effective problem-solving. Attributes: Customer-oriented, resilient, ethical, and strategic thinker, with a proactive and team-oriented approach. Responsibilities:
- Manage and streamline the renewal process to ensure efficiency and accuracy.
- Proactively engage with clients to review and renew policies.
- Identify and act on upselling and cross-selling opportunities.
- Maintain high standards of customer service to resolve issues and enhance satisfaction.
Are you ready to drive change and lead the way in customer retention and satisfaction? Can you tackle challenges head-on and use your skills to make a lasting impact on our clients and their insurance experiences?We are looking for someone who is not just looking for a job, but a meaningful career that makes a difference in people’s lives. APPLY NOW to be a part of a progressive team at Thrive Insurance, where your work directly contributes to our growth and client success. Join us in shaping the future of insurance! We’re excited to see how you can make a difference with us at Thrive Insurance! Salary $35,000 - $40,000 per year Apply tot his job Apply To this Job