Auto Retention Associate
Core
Advising clients over the phone on automobile insurance protection, offering tailored solutions, and managing renewals and sales.
Role type
Auto insurance retention associate (call center)
Builds
Auto insurance policies and client retention
Domain
Insurance / Automobile
Deliverable
client delivery
Required skills
Auto insurance experience, phone sales, relationship building, document processing, payment processing, outbound calling, inbound call management, upselling, cross-selling, target achievement, software proficiency
Preferred skills
Customer service, call center experience
Technologies
ICBC Policy Centre, BMS EPIC
Responsibilities
Advise clients on automobile insurance protection, offer diverse insurance products over the phone, document client conversations, place outbound calls to enhance retention, manage inbound call volume, upsell and cross-sell insurance products, meet sales and telephone metrics, process payments, perform administrative duties
Seniority
Entry-level to Junior, hands-on IC