Customer Loyalty Specialist

This position will partner with the Agency Owner, Sarah Reitmeier, to establish and implement the systems, processes and operations to build agency customer loyalty.

Customer Loyalty

• Manage and monitor multiple customer touch points for a continued long term relationship over the life cycle of the customer
• Partner with the agency owner, Sarah Reitmeier, to solidify the strategy that educates and sets customer expectations
• Monitor the customers’ needs to ensure that the agency exceeds their expectations
• Onboard new and transfer customers
• Assists agency owner, Sarah Reitmeier, in achieving agency customer loyalty and satisfaction goals
• Responsible for initiating and adopting best practices for positive agency customer contact (Consistent Customer Connections)
•  Identifies and communicates cross-selling opportunities discovered through customer interactions or data analysis

Education/Licenses/Designations

• Required to have proper insurance licensing to sell, solicit or negotiate insurance products.  This position must have the following qualifying line of authority: Property; Casualty.
• Preferred to have the following qualifying line of authority: Life
• Valid driver’s license required

Role Requirements

-Demonstrated customer service experience
-Effective communication skills
-Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
-Proficient in metrics and analytics
-Ability to coach others