Client Concierge/ Customer Loyalty Specialist

Job Description

Client Concierge / Customer Loyalty Specialist (Full-Time, In-Person)

Location: Portland, OR (Central Eastside Washington High School/Revolution Hall)

Pay: $25$30/hour (DOE) + monthly performance bonus

About Our Agency

Were a boutique American Family Insurance agency established in 2005, focused on proactive, highly responsive service. We operate as a concierge-style insurance teamhelping clients understand their policies, choose the right coverage options, apply eligible discounts, and adapt protection as their lives change. Were goal-oriented and proud to be one of the top-performing American Family Insurance agencies in Oregon, with a strong online reputation built on relationships and doing right by clients and teammates.

We were the recipient of the 2024 Oregon American Family Agency of the Year, and we have a rare opportunity to add up to two staff members to our team.

Our office is located in the heart of Portlands Central Eastside inside the Washington High School building (home to Revolution Hall), with abundant natural light and views of downtown. Shared amenities include a rooftop space with incredible views, and were steps from some of the best restaurants and coffee shops in town.

Inside the agency, we keep things collaborative with an open floor plan, ergonomic workstations, and modern technology. We invest in career development through ongoing coaching and shared learning, while giving team members autonomy and trust to manage their work and own results.

What Youll Do

Provide excellent communication and problem-solving support for clients and business partners

Build trust through proactive outreach, policy reviews, and service follow-through

Consult with clients to uncover needs, explain options clearly, and recommend appropriate coverage

Support client retention by resolving concerns and educating customers

Track activity and outcomes in a CRM; maintain accurate documentation and follow-up tasks

Meet individual and team goals for retention, cross-sell, and new business

Partner with agency/field teams to ensure a consistent customer experienceWhat You Bring

Experience in customer service, relationship management, and/or sales (insurance experience not requiredwell train you)

Strong communication skills; able to translate policy information into clear, simple guidance

Ability to influence and guide clients using a needs-based approach

Highly organized and responsive; comfortable managing multiple client's needs, cases, and follow-ups

Strong computer proficiency (Outlook, Word, Excel, and web-based CRMs)

Must have or be willing to obtain an Oregon Property & Casualty license within 30 days of starting (cost covered by agency)Schedule, Compensation & Benefits

Full-time, 40 hours/week, day shift, no nights

In-person

$25$30/hour (depending on experience) + monthly performance bonus

PTO and paid holidays

Health, dental, and vision insurance

Small business retirement plan with employer-sponsored matching

On-the-job training

Full-time