Customer Success & Retention Specialist

Benefits 401(k) Dental insurance Health insurance Paid time off Vision insurance Ideal Candidate Profile Calm, steady, and ready to help when customers call. Genuinely cares about the community and is dedicated to providing excellent service. Natural relationship‑builder who earns trust quickly and maintains it. Listens first, then guides, making customers feel understood while confidently recommending solutions. Compassionate under pressure and can guide someone through their worst day with clarity and empathy. Location: 3900 Montclair Road Ste 350, Birmingham, AL 35213 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. Willing and able to commute to office. #J-18808-Ljbffr