Annuities Retention Specialist jobs in La Place, LA

Job Description

Join a team that cares about our customers and you! The Maghen Dodge Agency in Metairie, Louisiana, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.

Benefits

Mon-Fri Schedule

Paid Time Off (PTO)

Retirement Plan

Evenings Off

Career Growth Opportunities

Life Insurance

Hands on Training

Office snacks, coffee and lunches

Responsibilities

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Answer incoming phone calls on the first ring.

Assess and identify the wants and needs of your customer(s) over the phone.

Participate in regular team meetings and brainstorming sessions.

Handle customer renewals.

Requirements

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Must have ability to multi-task.

Professional phone etiquette.

Career minded vision.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is required.

Ability to tactfully handle stressful and difficult situations.

Enthusiasm, optimism, and a willingness to see the good in every situation.

Commitment to excellence, willingness to work hard, and willingness to go the extra mile.