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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 providing 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 and ability to navigate in-house systems
  • Confident communicator

Nice to have

  • Enthusiastic
  • Customer focused
  • Confident
  • Supportive
  • Problem solver

Day to day

  • Handle inbound and outbound retention and renewal calls to maximise policy retention and renewal outcomes
  • Listen carefully to customer concerns and fact find changes to policy details and circumstances
  • Use training and internal systems to recommend the most suitable products and pricing while maintaining accurate policy records