Customer Service Retention Specialist

March 26

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $21 - $23 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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Toyota Insurance

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Toyota Insurance is a brand name of Toyota Insurance Management Solutions USA, LLC. It is a licensed insurance agency committed to providing customers with the best value and service by offering options to compare rates from over 20 insurance partners. Customers can choose insurance policies that fit their budget while benefiting from various savings opportunities such as good driver and multi-line discounts. Additionally, Toyota Insurance supports policies that use Toyota Genuine Parts for repairs, ensuring quality maintenance for Toyota vehicles. The company aims to help customers protect their assets by offering affordable coverage for multiple types of insurance including home, rental, automotive, and more.

51 - 200 employees

📋 Description

• Servicing our P&C Insurance Customers as required, this can include answering insurance policy and billing questions, making changes to the policy as requested, informing & educating them about the best carrier solution/choices related to their personal insurance needs. • Delivering World Class Service during every customer interaction and providing an effortless and personalized experience. • This is a hybrid role which include three major P&C insurance job functions: Business Retention - number one priority of the job, proactive and reactive contact with our existing business customers; ensure top production results that are specific with keeping our customers within our insurance agency; conduct policy reviews with our existing business segment (as necessary); keep our customers either insured with current carrier or shop them with alternate carriers within our portfolio. • Customer Service - primarily acts as back up to the Customer Service Representatives; answer customer inquiries related to P&C insurance business, which can include billing questions, coverage questions, policy changes; and educate customers on complex insurance matters. • Sales – back up to the Sales Agents; handles new business overflow inquiries with underlying objective to convert prospects to P&C insurance customers for the agency. • Contact customers and review policy/renewal several days before renewal date to confirm and obtain customer business renewal with our agency. • Service requests in a timely fashion with accuracy and completeness. • Proactively identify and act on additional protection opportunities to promote policy growth and improve customer retention by applying effective selling and influencing techniques. • Demonstrate accuracy in processing changes to customer policies based on the information provided. • Ensure call resolution and customer satisfaction on all interaction that may include additional follow up. • Answer customer inquiries on coverage changes, limits, and deductibles; educate customers on coverage exclusions and exposures, and review customer policies, update customer policy records, audit and maintain electronic files. • Maintain a high level of professionalism with clients and establish a positive rapport with every customer.

🎯 Requirements

• Excellent interpersonal communication skills, verbal and written. • Ability to adapt to changes in business requirements (i.e.: shift and weekend work schedules). • Excellent active listening skills. • Ability to self-manage and prioritize workload. • Proficient computer skills, specifically with Microsoft Office products and agency management systems.

🏖️ Benefits

• Healthcare packages to support your mental, physical, and emotional well-being. • PTO and Paid Holidays – Helping you be a world changer outside of the office. • 401K Matching – We are committed to team members’ financial health. • Challenge and Opportunity – A tight-knit, fun environment that encourages personal and professional growth.