Now Hiring - Antonio Reynoso - Customer Service & Retention Specialist in Schertz, TX

Full description of the position

Job

Overview

We're looking for a Customer Service & Retention Specialist to protect and grow our existing book of business. This role owns client retention, relationship management, and account rounding you're the person who notices a client is at risk before they do, and who turns a routine renewal call into an opportunity to deepen the relationship. You'll work closely with our producers, but you'll also have the ability to close cross-sells on existing households yourself Salary Range: $30,000.00 - $64,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Dental Insurance Vision Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Retirement Plan

Requirements

• Active Property & Casualty insurance license required
• Life & Health license required within 90 days of hire agency will sponsor licensing and exam costs
• Must hold (or obtain) a resident or non-resident P&C; license for every state in which you service clients currently Texas, with Arizona licensing required as that book grows
• 1+ years in client service, account management, or retention-focused roles (insurance preferred)
• Strong communication, follow-up, and conflict-resolution skills
• High attention to detail and strong organizational discipline
• Comfortable working in a CRM / agency management system daily

Responsibilities

Proactive Retention Management

• Monitor renewal and cancellation reports, identify at-risk accounts, and take timely action to prevent non-renewals
• Save at-risk policies through re-shopping, re-quoting, coverage adjustments, or client education Client Relationship Management
• Serve as the primary point of contact for existing clients on renewals, coverage changes, and service questions
• Resolve billing issues, claims concerns, and service problems before they become retention risks Coverage Reviews & Cross-Selling
• Conduct policy reviews on existing households, identify coverage gaps, and close cross-sell opportunities (auto, home, umbrella, life) yourself
• Refer new-household opportunities to licensed producers Documentation & Collaboration
• Maintain accurate, detailed records in the agency management system
• Work closely with producers and the service team to keep the client experience seamless

About Us

The Reynoso Agency - Farmers Insurance is a rapidly expanding local insurance and financial services agency located in Schertz, TX. We are focused on providing tailored insurance and financial services solutions for our customers.