Retentions Consultant
Core
Retain insurance customers post-sale by addressing cancellation requests, missed payments, and policy lapses through tailored solutions and objection handling.
Role type
Retentions Consultant
Builds
Customer retention and payment recovery for insurance policies
Domain
Insurance
Deliverable
client delivery
Required skills
strategic objection handling, payment arrangement management, CRM data management, regulatory compliance (FAIS/TCF), client education, internal liaison
Preferred skills
insurance industry experience, Class of Business qualification, FAIS compliance
Responsibilities
Contact clients to resolve cancellation and payment issues, offer alternative covers or discounts, educate clients on insurance value, maintain accurate client records, share cancellation trend insights with management
Seniority
Individual Contributor, 2+ years experience