As a Licensed Insurance Client Retention Specialist, you will play a crucial role in maintaining strong relationships with our existing clients and ensuring their continued satisfaction with our insurance products and services. You will be responsible for managing client accounts, conducting insurance reviews, cross-selling policies, and implementing strategies to enhance customer retention. We are one of the largest Allstate offices in Oregon, so the ability to handle a large call volume and task prioritization is a must.

Salary Range: $19.00 - $25.00 per year

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

• Property and Casualty license
• Previous insurance experience, preferably recent Allstate experience
• Strong understanding of property and casualty insurance products and services
• Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues.
• Proven track record of achieving cross-selling and customer retention goals.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Proficient in Windows 11, Outlook, Google Drive, and Dropbox
• Comfortable with cross-selling techniques to promote additional insurance products.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.

• Conduct comprehensive insurance reviews for existing clients to assess their coverage needs and identify opportunities for additional products or upgrades.
• Identify cross-selling opportunities and promote additional products to existing clients.
• Utilize CRM software to maintain accurate records of client interactions and policy details.
• Provide personalized solutions to clients based on their insurance preferences.
• Act as a trusted advisor to clients by offering expert guidance on insurance-related matters and assisting them in making informed decisions about their coverage.

We help people with their home insurance, auto insurance, renters insurance & more. Our service-oriented insurance agency is owned & operated by my family & customers tell us we make them feel like family.