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Customer Loyalty Specialist

Published date: May 23, 2021
  • Location: OSAGE BEACH, MO, United States

This position is Monday - Friday 35 Hours/Week. 9AM-12PM and 1PM-5PM with 12PM-1PM off for lunch. It is an office setting, working on the computer & telephone assisting our clients and new clients with payments, claims, & insurance cards. Also assisting them by sending certificates of insurance and declaration pages on their behalf to lenders.

The Customer Loyalty Specialist is an employee of the Agency Owner - Reid & Associates, LLC in Osage Beach, and not an employee of American Family Insurance.

Objective
The Customer Loyalty Specialist partners with the Agency Owner to establish and implement the systems, processes and operations to build agency customer loyalty. Monitors and measures effectiveness of agency loyalty initiatives, in addition to satisfaction efforts, across all agency branches.


Customer Loyalty
• Manages and monitors multiple customer touch points for a continued long term relationship over the life cycle of the customer
• Partners with the agency owner to solidify the strategy that educates and sets customer expectations
• Monitors the customers’ needs to ensure that the agency exceeds their expectations
• Establishes processes for onboarding new and transfer customers
• Assists agency owner in achieving agency customer loyalty and satisfaction goals

Agency Operations
• Responsible for initiating and adopting best practices for positive agency customer contact (Consistent Customer Connections)
• Creates and implements loyalty social media content
• Ensures the agency is implementing all future documentation enhancements that strengthen the customer relationship

Insurance Sales
• Identifies and communicates cross-selling opportunities discovered through customer interactions or data analysis

Education/Licenses/Designations
• Ability to Obtain Insurance License within 90 days of hire.


Role Requirements
• Demonstrated customer service experience
• Effective communication skills
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)


Company: American Family Insurance - Reid & Associates, LLC - Osage Beach
Filled: NO
Required Experience: Customer Service & Office Experience a Plus.
Required Education: High School Diploma / GED
How a Candidate should apply: Email nreid@amfam.com or drop off a resume at our office: 1026 Palisades Blvd, Ste. 8, Osage Beach, MO 65065
Hourly Rate: $14.00/Hr - 35 Hours/Week

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