Customer Retention Representative

Job Summary

To support customer retention efforts, the part-time Customer Retention Representative will manage inbound and outbound calls to assist policyholders, ensuring they understand their coverage options and addressing any concerns while working remotely.

Key responsibilities

• Answer questions regarding coverage and policy information while maintaining accurate records
• Make outbound calls to retain and recover lapsed or delinquent policies, recommending adjustments as needed
• Follow up with customers to confirm satisfaction and understanding of proposed solutions

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