Retentions Consultant
Core
Contact clients at risk of cancellation or with missed payments to understand concerns, provide tailored solutions, and retain business.
Role type
Retentions Consultant
Builds
Retained insurance policies and revenue
Domain
Insurance
Deliverable
client delivery
Required skills
strategic objection handling, payment arrangement management, CRM management, compliance adherence, client education, trend analysis
Preferred skills
RE5 qualification, FAIS compliance, Class of Business qualification, insurance experience
Technologies
CRM systems
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