Retentions Consultant
Core
Retaining insurance customers post-sale by addressing cancellations, missed payments, and policy lapses through tailored solutions and objection handling.
Role type
Retentions Consultant
Builds
Customer retention and payment recovery for insurance policies
Domain
Insurance
Deliverable
client delivery
Required skills
strategic objection handling, payment arrangement management, CRM data management, regulatory compliance (FAIS/TCF), client education, internal liaison, trend analysis
Preferred skills
RE5 qualification, FAIS compliance, Class of Business certification, insurance industry experience
Technologies
CRM systems
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