Retention Specialist

Profile

THE POSITION

The Retention Agent Specialist’s primary role is to ensure policies holders retain with our agency. The two primary functions are to assist new policy holders at the point sale by ensuring all policy paperwork is complete, assisting with current policy cancelation, and verifying the customer has no issues or questions. The second primary function is to manage current policy holder accounts by pro-actively identifying pending and new cancellations and taking the lead in solving the issue to save or win back the policy holder. Additionally, as the Senior Retention Agent Specialist you will assisting the Agency Manager in day to day operations and management of the call center.

QUALIFICATIONS

Excellent interpersonal verbal and written business communication skills

An active Property and Casualty License

Proficiency in navigating required computer applications (Salesforce, carrier applications, internet/intranet, and Microsoft Office)

Ability to quickly assimilate and retain information and the ability to handle changing priorities in a call center environment

Strong analytical and phone sales skills

Ability to maintain a sense of urgency to complete tasks in a timely manner; managing time independently, while taking appropriate actions when needed with little supervision.

Ability to cascade training to new retention associates

3 years of customer service and/or sales experience in an insurance environment involving work with new business applications, endorsements, rates/policies and demonstrating an in-depth knowledge of automobile and homeowners coverage

Excellent organizational, communication and time management skills

RESPONSIBILITIES

Execute all duties and assignments as directed by management

Develop and maintain specific personal lines insurance knowledge of all states and carrier products to effectively counsel insurance customers.

Contact insured by phone, email, and text at point of sale to assist with policy document completion and current policy cancellation

Contact insured by phone, email, and text at point of non-renewal/cancellation notification in an attempt to save the policy or place the customer with another carrier within our agency

Handle multiple computer applications while helping customers on the phone while maintaining quality records in a fast-paced collaborative team environment

COMPENSATION AND BENEFITS

We offer a base hourly rate plus a performance bonus

Benefits eligibility by LendingTree begins on Day 1 and includes medical, dental, vision, life insurance, 401k, equity grants and free credit repair.

COMPANY

QuoteWizard, a LendingTree company, is a dynamic insurance lead generation agency based in Seattle. We have been ranked by the INC 500 as one of the fastest growing private companies in the nation. We have also been listed by the Puget Sound Business Journal as a top company in Seattle.

What you should know about LendingTree, our parent company:

We’re a publicly-traded company (TREE).

We’ve welcomed several other companies into the LendingTree family to augment our efforts at helping borrowers make their most sensible financial choices.

We’ve built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health.

We still make funny commercials

CULTURE

We’re a fast-paced company with an entrepreneurial bend. We work hard and test our products often. We’re collaborative, ambitious, candid and high-energy. Our teammates are some of the brightest, most talented people you’ll ever work with. We care more about your smarts than we do about the kinds of clothes you wear (but please, do wear clothes to work!), and we’re pretty good about rewarding innovation, creativity and the knack for just getting stuff done (we even have an award for employees called the GSD, “Get Stuff Done”).

Come work with us!

QuoteWizard by LendingTree is the kind of company that not only promotes diversity and inclusion; we thrive because of these values. We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation or military status.

Company info

LendingTree, LLC
Website : http://www.lendingtree.com