Retention Advisor
Core
Retain clients and handle difficult calls, queries, and complaints to ensure they remain with the company.
Role type
Senior IC customer retention advisor (insurance)
Builds
Client retention and cross-selling of existing insurance policies
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
FAIS accreditation, sales experience, customer service, negotiation, persuasion, listening, cross-selling
Preferred skills
Call centre experience, insurance industry experience, commission-based sales experience
Technologies
Computer applications, email systems
Responsibilities
Handle difficult client calls, resolve client complaints, cross-sell existing policies, meet sales targets
Seniority
Mid-level, individual contributor
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