Customer Retention Representative

Job Summary

Engaging with policyholders to retain valuable life insurance coverage, the part-time Customer Retention Representative will work remotely during evening shifts, focusing on inbound and outbound calls to discuss policy options and solutions.

Key responsibilities

• Handle inbound calls from policyholders and proactively contact customers with lapsed policies to explore retention options
• Assess individual policyholder situations and recommend appropriate coverage adjustments while maintaining accurate documentation of interactions
• Meet or exceed established key performance indicators (KPIs) related to call volume, retention rates, and call quality

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