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Licensed Customer Retention Specialist

Job

The Bohman Agency

Remote

$50,000 Salary, Full-Time

Posted 3 days ago (Updated 1 day ago) • Actively hiring

Expires 6/9/2026

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Job Description

Licensed Customer Retention Specialist The Bohman Agency Charlotte, NC Job Details Full-time $45,000 - $55,000 a year 1 hour ago Benefits Paid time off Work from home Opportunities for advancement Flexible schedule Referral program Qualifications Phone communication Property & Casualty License Client interaction via phone calls Full Job Description Job Overview Are you looking to grow? So are we! Allstate Insurance - The Bohman Agency in Charlotte, North Carolina, is looking for an enthusiastic, customer-driven person to join our team as a Part-Time or a Full-Time Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions, concerns, and requests. Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience. If you are ready to make a change in your life and are looking to join a company that cares about both our clients and you, apply today!
Salary Range:
$45,000.00 - $55,000.00 per year Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Evenings Off Career Growth Opportunities Flexible Schedule Work from Home Requirements Must have a Property & Casualty Insurance License Possess an upbeat, positive and enthusiastic attitude. Must have ability to multi-task. Professional phone etiquette. Great Customer Service Skills. Problem-Solving Capabilities. Strong communication skills, both oral and written. Ability to adapt to change, learn new things quickly, and work in a fast-paced environment. Responsibilities Secure all Trailing Documents from customers. Develop new Financial Services opportunities. Document each customer contact in eAgent. Take premium payments from customers. Ask each customer for referrals and explain our referral program. Generating insurance quotes. Provide exceptional customer service and support. Develop and maintain client relationships. Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems. Foster strong relationships with our customers to maintain a high level of client retention and product loyalty. Attend training and continuing education courses. Handle customer renewals. About Us Our established Allstate Agency is expanding, come check us out! The Allstate Corporation is the largest publicly held personal lines property and casualty insurer in America. Allstate is widely known through the you are In Good Hands With Allstate ® slogan.
We specialize in:
Auto, Home & Life Insurance, Business Insurance, Personal Investments, Retirement Planning, Annuities & Hiring a Team of Winners!

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