Retention Specialist I

Summary

Join Zinnia, a leading technology platform accelerating life and annuities growth, as a Retention Specialist. You will interact with customers via various channels, providing comprehensive support and guidance. As a trusted advisor, you will understand individual customer needs and recommend tailored insurance solutions. You will also identify opportunities to promote additional products or policy upgrades. Collaboration with cross-functional teams is essential. This role requires 1-2 years of P&C experience and a P&C license.

Requirements

• 1-2 years of P&C experience; P&C license required
• Strong verbal and written communication skills are essential
• A genuine passion for assisting others and a commitment to putting the customer first are crucial attributes for success in this role

Responsibilities

• Interact with customers through various channels (email, phone, chat) to offer comprehensive support and guidance
• Become a trusted advisor by understanding each customer's unique needs and recommending tailored insurance solutions
• Recognize opportunities to promote additional insurance products or policy upgrades based on customers' needs
• Make recommendations to help customers navigate their policy renewal as seamlessly as possible by re-shopping their policy in our marketplace
• Work closely with cross-functional and external teams, including sales, underwriters, quoting specialists, and more, to resolve customer inquiries efficiently
• Thrive in a dynamic, fast-paced environment while maintaining a positive and solution-oriented approach

Preferred Qualifications

• An understanding of sales principles and the ability to identify opportunities to upsell or cross-sell insurance products will be advantageous
• A willingness to learn and grow within the industry is equally valuable
• A Bachelor’s degree or relevant experience

Benefits

• Health/dental insurance
• Parental leave
• Profit sharing
• 401(k)
• Incentive/bonus opportunity
• Tuition reimbursement