Customer Loyalty Specialist

Dominic Scott Agency Inc

Customer Loyalty Specialist

Portland, OR
Full Time
Paid
  • Responsibilities

    Our Office and Values Culture is a top priority of our agency, and we do everything we can to make insurance as fun as possible. We recently moved to the heart of the central eastside in the amazing Washington High School building where Revolution Hall is located. This building has an amazing rooftop space that we have access to year-round as well as many common spaces in the building. There are also lots of trendy and delicious restaurants and lounges within walking distance from our space. Our office has an open floorplan so our team can work collaboratively. We have ergonomic office furniture and keep up with technology updates to ensure that our team members have the tools they need to be successful. We are goal oriented and we're proud to be one of the highest performing American Family Insurance agencies in the state of Oregon. We have an excellent reputation online which shows that we truly value people and relationships with our team and our clients.

    Responsibilities and Duties

    Manages and monitors multiple customer touch points for a continued long-term relationship over the life cycle of the customer

    Monitors the customers’ needs to ensure that the agency exceeds their expectations

    Respond to customer inquiries regarding coverage, billing, claims or products

    Cross-sell additional insurance lines to existing clients

    Learn eligibility requirements for various lines of insurance and ensure contracts are properly underwritten

    Provide certificates of insurance to mortgage lenders and property managers for clients

    Follow up on new prospective customer leads

    Insurance quoting

    Manage monthly Personal Insurance Review program

    Qualifications and Skills

    Must have or be willing to obtain Property/Casualty license within 30 days of starting employment (cost covered by agency)

    Minimum 4 years customer service experience

    Outstanding phone etiquette and verbal communication skills

    Technical ability to utilize multiple computer database systems

    Adept at utilizing social media for networking and sales initiatives

    Excellent organization, prioritization and multi-tasking skills

    High school diploma and preferably some post-high school education

    Computer Skills: Proficiency in Outlook, Word, Excel, and web-based programs

    Hours & Compensation

    Hourly salary range of $23 - $30/hour depending on experience

    Additional Monthly Commission opportunities

    40 hours per week

    PTO and paid holidays

    Health Insurance

    Employer Sponsored Retirement Account

    Job Type: Full-time

    Job Type: Full-time

    Benefits:

    401(k) matching

    Dental insurance

    Health insurance

    On-the-job training

    Paid time off

    Vision insurance

    Shift:

    Day shift

    No nights

    Work Location: In person

    This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.