Customer Retention Representative

Job Summary

Engaging with policyholders remotely, the full-time Customer Retention Representative will manage inbound cancellation requests, conduct outbound lapse recovery calls, and provide tailored consultations to retain life insurance coverage.

Key responsibilities

• Handle incoming calls to address cancellation requests and explore retention options
• Proactively contact customers with lapsed policies to discuss recovery opportunities
• Assess 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