Customer Relations Representative

We’re looking for a motivated and detail-oriented Retention Specialist to join our team! This person will play a key role in the growth and stability of our agency by focusing on customer satisfaction, policy retention, and long-term relationship building. The ideal candidate will be confident in managing customer experiences from 
onboarding to ongoing service and will play a direct role in preventing lapses and cancellations.

Key Responsibilities: 
• Lead new customer onboarding program to ensure a smooth, professional, and engaging experience from day one 
• Serve as the primary point of contact for dissatisfied or at-risk customers, working to resolve concerns and retain business 
• Manage the late payment process by monitoring policy status and communicating with customers
• Analyze retention trends and collaborate with the Agent to develop strategies that support long-term customer satisfaction 
• Maintain detailed and accurate customer records and follow-up notes in the CRM system 
• Support the team in executing renewal campaigns and proactive retention outreach

If you have any questions email: [email protected]