Retention Specialist II

15 hours ago

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Obie Companies

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Developing and managing very special properties.

Hospitality Management • Hospitality Development • Commercial Real Estate Management • Commercial Real Estate Development • Residential Development

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Description

• Converting to Obie-Branded Products: Proactively engage with customers currently insured with other carriers to present the benefits of our Obie-branded insurance solutions. • Lead the conversion process by analyzing current policies and offering tailored alternatives. • Ensure a smooth transition by managing all aspects of the conversion, including documentation and communication. • Objection Handling: Address customer concerns and objections with confidence and expertise, focusing on providing solutions that meet their needs. • Utilize a deep understanding of our products and services to overcome common objections related to pricing and coverage. • Re-quoting at Policy Renewal: Regularly review and re-quote existing customer policies to ensure they are receiving the best coverage and value. • Manage the policy renewal process, ensuring timely and accurate communication with customers to retain their business. • Proactively engage with customers approaching renewal to discuss any changes in their business that may require policy adjustments. • Achieve and exceed conversion targets. • Upselling and Cross-Selling: Identify opportunities for upselling and cross-selling additional products and services that complement existing customer policies. • Work closely with customers to understand their evolving needs and recommend appropriate insurance solutions. • Researching and Analyzing: Conduct market research and competitive analysis to stay informed about industry trends, competitor offerings, and regulatory changes. • Utilize data and analytics to identify trends and opportunities within the commercial insurance market. • Provide insights and recommendations to the sales and management teams to support strategic decision-making. • Collect and document customer feedback to help refine retention strategies and improve overall customer satisfaction. • Assist in the development and execution of customer retention campaigns, including email outreach, phone calls, and personalized follow-ups.

Requirements

• An active Property & Casualty insurance license is required before starting • 3+ years of proven experience in insurance sales and/or customer retention • Strong knowledge of insurance products, particularly in property and habitational lines of business and conversion or bookroll sales • Excellent communication, negotiation, and interpersonal skills • Ability to handle objections effectively and convert prospects into customers • Demonstrated success in upselling and cross-selling insurance products • Proficient in conducting research and analyzing data to inform business strategies • Detail-oriented with strong organizational and time management skills • Proficient in Salesforce

Benefits

• Competitive salary • Flexible time off with an encouraged minimum time away to support a healthy work-life balance • 12 weeks of Paid Parental Leave • Great health, dental and vision coverage • Life Insurance • Flexible Spending & Health Savings Accounts • Stock Options • 401k match • Pet Insurance Reimbursement • Health and wellness benefit • Equipment budget - everything you need to do your best work • Professional development support • Summer hours