Annuities Retention Specialist jobs in Oregon

As a Retention Specialist , you will play a crucial role in maintaining strong relationships with our existing clients and ensuring their continued satisfaction with our insurance products and services.

You will be responsible for managing client accounts, conducting insurance reviews, cross-selling policies, and implementing strategies to enhance customer retention.

We are one of the largest Allstate offices in Oregon, so the ability to handle a large call volume and task prioritization is a must.

Key Responsibilities :

• Pivot incoming services calls to comprehensive insurance reviews for existing clients to assess their coverage needs and identify opportunities for additional products or upgrades.
• Identify cross-selling opportunities and promote additional products to existing clients.
• Utilize CRM software to maintain accurate records of client interactions and policy details.
• Provide personalized solutions to clients based on their insurance preferences.
• Act as a trusted advisor to clients by offering expert guidance on insurance-related matters and assisting them in making informed decisions about their coverage.

Qualifications :

• Property and Casualty license
• Previous insurance experience, preferably recent Allstate experience
• Strong understanding of how to service and write property and casualty insurance products
• Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Proficient in Windows 11, Outlook, Google Drive, and Dropbox
• Comfortable with cross-selling techniques to promote additional insurance products.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.

Good Work. Good Life. Good Hands®

The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better.

That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry.

You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good.

Everything we do at Allstate is driven by a shared purpose : to protect people from life's uncertainties so they can realize their hopes and dreams.

We are the Good Hands. We don't follow the trends. We set them.

The Sales Professional opportunity is not an employment opportunity directly with Allstate Insurance Company, but employment as a staff with Allstate Exclusive Agents who are independent contractors. 2021 Allstate Insurance Co.

The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors.

2021 Allstate Insurance Co.

Last updated : 2024-06-04