Customer Service Representative - Norman, OK ACT
Norman, OK30+ days ago
Natalie Arnett - State Farm Agent
- Shawnee, OK
- 30+ days ago
- Full-time
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Skills
- Communication Skillsunmatched
- Customer Relationsunmatched
- Customer Retention/Renewalunmatched
- Customer Support/Serviceunmatched
- Detail Orientedunmatched
- Health Insuranceunmatched
- Insuranceunmatched
- Onboardingunmatched
- Organizational Skillsunmatched
- Schedule Developmentunmatched
- Track Customer Issuesunmatched
- Training/Teachingunmatched
Description
Benefits:
Job Description:
The Insurance Retention Specialist plays a key role in keeping customers engaged and supported. This position focuses on setting appointments, reviewing policies with clients to ensure there are no gaps or needed updates, and building long-term relationships that encourage loyalty.
Responsibilities:
- Hiring bonus
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Job Description:
The Insurance Retention Specialist plays a key role in keeping customers engaged and supported. This position focuses on setting appointments, reviewing policies with clients to ensure there are no gaps or needed updates, and building long-term relationships that encourage loyalty.
Responsibilities:
- Set appointments with customers to review policies.
- Conduct policy reviews to confirm accurate coverage and identify any gaps or needed changes.
- Handle calls from customers considering cancellation and offer solutions to retain them.
- Make outbound calls (birthday, claims follow-ups, win-back calls).
- Support new customer onboarding for a smooth experience.
- Maintain accurate records of customer interactions and retention efforts.
- Insurance experience preferred.
- Strong communication and relationship-building skills.
- Attention to detail when reviewing policies.
- Organized and able to manage scheduling and follow-ups.
- Customer-focused with a proactive approach.
Numbers & Facts
| Location | Shawnee, OK |
| Job Type | Full-time |
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