Remote/Hybrid Retention Specialist - Richardson, Texas | CareerCircle
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Remote/Hybrid Retention Specialist

Aston Carter


Posting ID: JP-002506953

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Richardson, Texas
Full Time
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• Will undergo receiving licensure for Property and Casualty, must receive a license to remain in the role

• Provides customer assistance with routine customer service inquires that require licensing including complex payments, policy changes such as coverages and deductibles, added and/or replacement vehicles

• Completes simple transactions to add or replace products on existing policies

• Learns and applies product, industry, and market knowledge to make recommendations to policyholders

• Provides feedback to management regarding process improvements

• Explains coverage and insurance terms clearly for existing customers

• Answers more complex policy-related questions

• Can make adjustments to policy coverages/advise customers of various options they have with their insurance plans

• Handles an average of 20-30 calls per day

• Answers calls relating to financial services from agents and policyholders

• Processes financial service transactions, including electronic fund transfers, illustrations, values/disbursements, tax questions, and premium inquiries

• Processes transactions involving external companies and reinstatement of policies


Customer Service, Inbound Calls, Computer Skills, customer service skills, customer service oriented, insurance policy, insurance claim, Dual monitor, Inbound and outbound calls, Retail customer service, Retail, Property, and casualty, Property and casualty insurance

Additional Skills & Qualifications:

Preferred Skills: • 1-2 years relevant experience; customer service preferred (call center, retail "Starbucks, Chick-fil-A, In & Out Burger", etc) • Communicates clearly, professionally, and empathetically with customers/associates


- Customer Facing – Not just Call Centers

- Open to Starbucks/Serving/Teaching roles

- Mady – Leans towards liking prior call center experience

- Other managers – somewhat prefer no call center

- Team-Based Environment

- Coaching Environment

- Active Listening Skills

- Typing Skills

Experience Level:

Entry Level

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Contact Information

Recruiter: Shelby Pettyjohn

Phone: +15122576931


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