Customer Retention Representative

Job Summary

A company is looking for a Part-Time Customer Retention Representative to engage with policyholders and help retain life insurance coverage.

Key Responsibilities

• Handle inbound calls from policyholders to understand their needs and explore retention options
• Proactively contact customers with lapsed policies to discuss recovery opportunities and payment solutions
• Assess individual policyholder situations and recommend appropriate coverage adjustments

Required Qualifications

• High school diploma or equivalent
• Basic Microsoft Office skills, including Word, Excel, and Outlook
• Minimum typing speed of 30 wpm
• Experience in a call center environment preferred
• Some insurance and/or sales experience preferred