Insurance Customer Service and Retention Specialist

Job overview

The Insurance Customer Service and Retention Specialist role is initially onsite in New Philadelphia, OH, with possible hybrid flexibility after the team is staffed, trained, and performing well. The listing gives a $50,000–$65,000 annual range; the description also states a $45,000 base salary plus performance incentives, with higher total earnings dependent on performance. The role supports an established local insurance agency entering a new ownership and growth chapter. This specialist manages customer relationships throughout the policy lifecycle, addressing service needs and helping retain and grow the agency’s customer base. The work includes policy reviews, renewal outreach, cancellation intervention, coverage discussions, referrals, and coordination with sales colleagues.

What you'll do

• Assist with policy, billing, coverage, and other service questions
• conduct policy and household reviews
• perform renewal outreach and cancellation intervention
• identify coverage gaps, cross-sell and referral opportunities
• coordinate with sales
• document customer and policy activity
• resolve concerns
• follow agency and carrier procedures and compliance requirements.

What we're looking for

Skills & competencies

insurance customer service

retention

new philadelphia oh

kji ins group with allstate

policy reviews

renewals

customer relationships

cross-selling

referrals

$50k–$65k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, flexible schedule, health, dental, vision, life and disability insurance, retirement plan, hands-on training, and career growth opportunities.

Why this role

Established agency with an existing customer base; potential hybrid schedule after team readiness; training, performance incentives, and career advancement opportunities.

About the employer

KJI Ins group with Allstate is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.