Job Type: Full-Time (Part-Time may be considered for the right candidate)
Position Overview
Insurance Network Group is seeking a motivated and detail-oriented Customer Retention Specialist to join our growing team. This role focuses on providing exceptional service to existing clients by reviewing policies, processing policy changes, assisting with renewals, and helping retain customers through proactive communication and outstanding customer support.
The ideal candidate is organized, customer-focused, and experienced in personal lines insurance.
Responsibilities
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Review insurance policies for retention opportunities and coverage gaps
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Contact customers regarding renewals, policy changes, billing questions, and other policy-related inquiries
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Process policy endorsements
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Rewrite policies with new carriers when appropriate to improve coverage or pricing
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Process customer payments
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Assist clients with filing insurance claims
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Review and verify policy documentation for accuracy
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Perform data entry with a high level of accuracy
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Scan, copy, upload, and electronically file documents
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Maintain organized electronic client files
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Answer incoming phone calls and provide professional customer service
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Assist with general administrative and office support duties
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Work closely with producers and insurance carriers to ensure a smooth customer experience
Qualifications
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Active Georgia Property & Casualty Insurance License (required to obtain within 45 days of employment)
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Personal lines insurance experience preferred
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Strong understanding of insurance terminology and policy coverages
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Excellent customer service and communication skills
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Strong attention to detail and organizational skills
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Proficient with Microsoft Office (Outlook, Word, Excel)
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Accurate data entry and computer skills
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Ability to prioritize multiple tasks in a fast-paced environment
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Self-motivated with the ability to work independently and as part of a team
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Positive attitude and willingness to learn
Benefits
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Competitive pay (based on experience)
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Health insurance
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401(k)
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Paid Time Off (PTO)
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Monday-Friday schedule (8:00 AM - 5:00 PM)
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Paid holidays
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Opportunities for professional growth and advancement
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Supportive team environment
Pay: Competitive and based on experience.
Qualified candidates who enjoy helping customers and building long-term client relationships are encouraged to apply.
