Customer Retention Specialist

Skills
ArrangingCancellationsComputer LiteracyCustomer RetentionIT EscalationInsuranceInvestigation
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Previous experience in a customer retention environment
  • Passion for great customer service
  • Good initiative and problem solving skills
  • Ability to overcome objections and drive positive resolutions
  • Excellent communication skills including questioning and listening
  • Good computer skills
  • Ability to take inbound calls while navigating internal systems
  • Confident communicator

Day to day

  • Handle inbound and outbound retention and renewal calls with confidence and care.
  • Listen carefully to customer queries, uncover policy changes, and recommend suitable products and pricing.
  • Support sales and customer service teams, resolve complex issues, and maintain accurate policy records in internal systems.