Retention Agent, Direct Distribution - Personal Lines
We are seeking a highly motivated and customer-focused individual to join our team as a Retention Agent for Direct Distribution in our Personal Lines division at Nationwide Mutual Insurance. In this role, you will serve as a key point of contact for our policyholders, using your exceptional communication and problem-solving skills to retain and grow our business. Our ideal candidate will have a strong background in customer service, sales, and insurance, along with a passion for building and maintaining relationships. If you are looking for a dynamic and challenging opportunity to make a positive impact on our company and our customers, we encourage you to apply.
- Serve as the primary point of contact for policyholders, addressing their questions, concerns, and requests promptly and professionally.
- Utilize excellent communication skills to build and maintain strong relationships with policyholders, understanding their needs and providing appropriate solutions.
- Proactively reach out to policyholders to identify opportunities for business growth and retention.
- Effectively handle customer inquiries, complaints, and escalations, ensuring a high level of customer satisfaction.
- Utilize a deep understanding of insurance products and services to provide accurate and relevant information to policyholders.
- Meet and exceed sales and retention targets through effective relationship management and upselling/cross-selling techniques.
- Collaborate with other team members and departments to ensure a seamless customer experience.
- Keep up-to-date with industry trends and changes in insurance policies and regulations.
- Maintain accurate and detailed records of customer interactions and transactions.
- Continuously seek opportunities to improve processes and procedures for enhanced customer satisfaction and retention.
Knowledge Of Personal Lines Insurance: A Successful Retention Agent Should Have A Thorough Understanding Of Personal Lines Insurance Products, Such As Auto, Home, And Umbrella Policies. This Includes Knowledge Of Coverage Options, Underwriting Guidelines, And Pricing Strategies.
Excellent Communication Skills: As A Retention Agent, You Will Be Interacting With Customers On A Daily Basis. Therefore, Strong Communication Skills, Both Verbal And Written, Are Essential. This Includes The Ability To Clearly Explain Policy Information, Handle Objections, And Negotiate With Customers.
Sales Experience: Retention Agents Are Responsible For Retaining Existing Customers And Upselling Additional Products. Therefore, Candidates Should Have Previous Sales Experience And Be Comfortable With Meeting Sales Targets And Goals.
Customer Service Oriented: In Addition To Sales, A Retention Agent's Primary Responsibility Is To Provide Exceptional Customer Service. This Includes Actively Listening To Customers, Addressing Their Concerns, And Finding Solutions To Retain Their Business.
Attention To Detail: The Insurance Industry Requires A High Level Of Accuracy And Attention To Detail. A Retention Agent Should Possess Strong Organizational Skills And Be Able To Handle Multiple Tasks And Deadlines In A Fast-Paced Environment. This Includes Accurately Entering And Maintaining Customer Information In The Company's Database.
Communication
Time Management
Product knowledge
Attention to detail
Problem Solving
Negotiation
customer service
Analytical Thinking
Relationship Building
Adaptability
Sales Techniques
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Retention Agent, Direct Distribution - Personal Lines is $40,000-$60,000 per year. However, this can vary depending on the location, company, and years of experience. Some retention agents in this role may also receive commission or bonuses, which can increase their overall earnings.
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Nationwide Mutual Insurance Company and affiliated companies, commonly shortened to Nationwide, is a group of large U.S. insurance and financial services companies based in Columbus, Ohio. The company also operates regional headquarters in Scottsdale, Arizona; Des Moines, Iowa and San Antonio, Texas.
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