Now Hiring - Perez & Perez Architects Planners Inc - Bilingual Retention Specialist (English & Spanish) - Salt Lake City in West Valley City, UT

Full description of the position

Job Summary: The Insurance Retention Specialist is responsible for maintaining and strengthening customer relationships by ensuring policy renewals, addressing client concerns, and providing solutions to retain business. This role requires strong communication skills, problem-solving abilities, and a deep understanding of insurance products and policies. Key Responsibilities: * Proactively contact policyholders to discuss renewals, coverage options, and address any concerns. * Identify customer needs and provide tailored insurance solutions to maintain long-term relationships. * Handle policy cancellations, offering alternatives and resolving issues to retain clients. * Educate clients on policy benefits, pricing, and any changes in terms. * Collaborate with the sales and customer service teams to enhance retention strategies. * Process policy renewals, endorsements, and coverage modifications. * Track and analyze customer feedback, identifying trends to improve retention. * Ensure compliance with all company policies and insurance regulations. * Maintain accurate records of customer interactions. * Provide exceptional service to enhance customer satisfaction and loyalty. Requirements: * High school diploma or equivalent (Bachelor's degree preferred). * Previous experience in insurance, sales, customer service, or a related field. * Strong problem-solving skills. * Excellent verbal and written communication skills. * Ability to multitask and work in a fast-paced environment. Preferred Qualifications: * Experience in retention, renewal, or customer retention roles. * Knowledge of various insurance products. * Ability to handle difficult conversations and turn cancellations into retained policies. Compensation & Benefits: * Vacations & Paid time off * Professional development