Customer Retention Specialist

Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off ABOUT US: At our top-performing insurance and financial services agency, we believe in a “work hard, play hard” culture where fun and productivity go hand in hand. Our team is driven, goal-oriented, and passionate about delivering world-class customer service while ensuring our clients are properly protected. We pride ourselves on fostering an environment that supports professional development and personal growth. Here, you’ll find ample opportunities for advancement as we are committed to helping our employees achieve both their career aspirations and individual goals. Join us if you’re ready to be part of a dynamic, supportive team that values excellence, collaboration, and a balanced approach to work and life. You May Be a Great Fit as a Customer Retention Specialist at Mortallaro Insurance Agency, Inc If: Ideal Candidate: You’re the person people call first when life goes sideways - calm, steady, and ready to help. You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you. You’re a natural relationship-builder who earns trust quickly and keeps it. You listen first, then guide, making customers feel understood while confidently recommending solutions. You’re compassionate under pressure and can guide someone through their worst day with clarity and empathy. Location Address: 401 SW Eagles Parkway, Grain Valley, Mo 64029 At Mortallaro Insurance Agency Inc, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us. Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals, and relationship maintenance. Responsibilities Communicate with existing customers regarding renewals and coverage options. Review accounts and assist with updates or changes as needed. Identify opportunities to enhance customer satisfaction and engagement. Maintain accurate records and documentation of interactions. Collaborate with team members to meet retention and outreach objectives. Qualifications Strong interpersonal and problem-solving abilities. Effective communication and listening skills. Detail-oriented with a focus on customer experience. Previous experience in customer service or account management preferred. Must be able to obtain applicable state insurance licenses. #J-18808-Ljbffr