Retention Agent
Core
Support existing life insurance customers to prevent policy cancellations by recovering failed payments and educating them on continued coverage.
Role type
Customer retention specialist (call centre)
Builds
Active life insurance policies for families
Domain
Life insurance / Financial services
Deliverable
client delivery
Required skills
Customer service, verbal communication, active listening, problem-solving, emotional intelligence, resilience, record keeping
Responsibilities
Speak with customers whose premiums have failed or policies are at risk, recover missed payments, educate customers on coverage importance, maintain accurate records, work towards retention goals
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