Customer Retention Representative (Remote)
Core
Retain life insurance policyholders by managing inbound cancellation requests and proactively recovering lapsed policies through consultation and solution offering.
Role type
Customer Retention Representative (Call Center)
Builds
Retained life insurance coverage and recovered lapsed policies
Domain
Insurance / Customer Support
Deliverable
client delivery
Required skills
inbound call handling, outbound contact, policy consultation, relationship building, documentation, product knowledge, KPI management
Preferred skills
call center experience, insurance/sales experience, life/health insurance terminology knowledge
Responsibilities
Handle inbound cancellation calls, conduct outbound lapse recovery calls, assess policyholder situations and recommend coverage adjustments, maintain accurate interaction records, meet call volume and retention rate targets
Seniority
Individual Contributor, Entry to Mid-level