Retention Associate - Aventura

Job Information

Industry Insurance Work Experience 1-3 years City Aventura State/Province Florida Zip/Postal Code 33180

Job Description

Miami Insurance Brokers is an independent Insurance Agency that does both personal and commercial lines of insurance. We are seeking a Retention Specialist to join our Retention Team. Primary responsibilities include efforts to retain our agency’s book of business by saving/renewing cancelling policies, cross-selling to existing clients, and other department projects related to policy retention.
Responsibilities

Handle inbound and outbound calls to assist with enrollments renewals, cancellations, and service client accounts

Assist clients with questions they have about their policy or account status

Collect payment information of clients over the phone

Meet agency retention goals as established, while maintaining quality standards for all lines of insurance

Communicate effectively with Sales Agents and other departments in order to retain business

Re-quote client policies in our online system

Follow internal processes and procedures to ensure that transactions are handled in accordance with company and agency policies, practices, and guidelines

Basic data entry in our CRM system

Additional duties/projects as assigned

Qualifications

​

HS Diploma or Equivalent Certification

440 Insurance License preferred

Bilingual in English/Spanish is required

2+ years in Customer Service

1+ years experience using Microsoft Office, GMAIL or any other technical background

Strong verbal and written communication 

Prior insurance experience preferred

Miami Insurance Brokers is an Equal Opportunity employer and a Drug Free workplace

Contact hr@mibrk.com for more information