Retention Specialist

PRIMARY DUTIES

• Handle Incoming Cancellation Calls and perform Outbound call activities for past due policies
• Handle direct returning incoming calls as a result of outbound activities
• Follow up on customer issues regarding claims, billing or other service concerns
• Assist customers in redrafting payments to existing accounts, set up new account information, or collect needed premium via credit card

• Cross sell over the phone

• Process routine requests for service items
• Miscellaneous department activities as needed

QUALIFICATIONS REQUIRED

• Minimum of 1 year of relevant work experience
• Must be licensed in Accident & Sickness, and Life or be willing to successfully obtain your Insurance licenses within the first 90 days with Combined Insurance.
• Ability to multi-task, talking with customers while completing paperwork and system changes
• Excellent communication and Interpersonal skills

• Outgoing and engaging conversation skills

• Sales acumen, business sense
• Effective listening and problem solving skills
• Professional demeanor

• Efficient in Microsoft Office
• Bilingual, English and French
• Available to work 10:30 AM-7:00 PM shift