Customer Retention Representative

Job Summary

A company is looking for a Customer Retention Representative to engage with policyholders and maintain customer relationships.

Key Responsibilities

• Handle inbound calls regarding policy cancellations and explore retention options
• Proactively contact customers with lapsed policies to discuss recovery opportunities
• Assess policyholder situations and recommend coverage adjustments

Required Qualifications, Training, and Education

• High school diploma or equivalent; further education is a plus
• Experience in customer service or retention roles preferred
• Knowledge of life insurance products and policies
• Ability to meet performance metrics and KPIs
• Willingness to work flexible hours, including AM and PM shifts