Personal Lines Retention Handler
Core
Retain existing personal lines insurance customers by managing renewals, understanding their needs, and recommending tailored solutions.
Role type
Customer-facing retention handler (insurance)
Builds
Long-term client relationships and policy renewals
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Customer relationship management, Insurance product knowledge, Policy renewal management, Needs analysis, CRM system usage, Regulatory compliance
Preferred skills
Sales experience, Market trend awareness, Problem-solving
Responsibilities
Speak with existing customers about insurance renewal options, Build strong relationships through professional customer service, Recommend insurance solutions that meet customer needs, Manage policy renewals accurately, Identify opportunities to enhance cover or introduce additional products, Support customers with queries and concerns
Seniority
Individual Contributor, Entry to Mid-level