Service and Retention Specialist

Job Description

Earn $60,000+ in your first year as a Customer Service Representative with Pinnacle Family Insurance — a growing Central Indiana agency representing a Fortune 100 brand. You'll take inbound calls from existing clients and make their day easier: policy changes, billing questions, claims support, and annual coverage reviews.

Earn $60,000+ in your first year as a Customer Service Representative with Pinnacle Family Insurance — a growing Central Indiana agency representing a Fortune 100 brand. You'll take inbound calls from existing clients and make their day easier: policy changes, billing questions, claims support, and annual coverage reviews. This is a service-first seat. We're not asking you to be a hard-charging salesperson — we're asking you to take great care of people, keep our clients happy, and spot the moments where a quick coverage review genuinely helps them.

No cold calling. We provide the calls, the training, and the support. This is a full-time, in-office position at our Avon, Indiana office. Monday–Friday, weekends off.

• Pay:
  Base salary plus service and retention incentives — $60K+ average first year
• Schedule:
  
  Monday–Friday, weekends off — evenings and weekends are yours
• Benefits: PTO, paid holidays, retirement plan
• Training:
  Paid training and P&C licensing assistance for the right candidate
• Growth:
  Path to Retention or Claims Specialist and team lead roles

Who we're hiring: people-first professionals from customer service, retail, banking, healthcare, call centers, or hospitality who genuinely enjoy helping people. Insurance experience is a plus, not a requirement — if you're reliable, organized, and great with people, we'll train you on the rest.

• Annual Base Salary + Bonus Opportunities
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training

• Handle inbound service calls from existing clients with care and patience
• Process policy changes, endorsements, and billing requests accurately
• Support clients through the claims process and follow up to resolution
• Conduct annual reviews and coverage check-ins to keep clients protected
• Identify and flag coverage gaps; set up reviews with the sales team when appropriate
• Support retention by resolving issues quickly and proactively reaching out
• Document every interaction in the agency management system
• Hit service, retention, and customer satisfaction goals

• Property & Casualty (P&C) license preferred — we'll help the right candidate get licensed
• 1+ year of customer service or administrative experience
• Excellent communication, patience, and active listening skills
• Detail-oriented and organized, with strong follow-through
• Comfortable on the phone and in a CRM-driven workflow
• Solid computer skills (CRM, Microsoft Office)
• Able to work on-site Monday–Friday at our Avon office
• High school diploma or equivalent

Our company is a fast paced, award winning local Allstate Agency specializing in Home, Life, and Auto insurance products. We take our job seriously and tailor our clients policies to fit their needs. We care, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff work incredibly well as a team and always put the customer first.