
Insurance Customer Advocate
4 days ago
About this role
We're seeking a skilled professional to join our team in retaining existing clients and providing them with tailored insurance solutions.
As a Retention Specialist, you will be responsible for proactively contacting existing clients to discuss policy renewals, ensuring continued coverage and customer satisfaction. You will also engage with clients to understand their needs, address concerns, and provide customized insurance solutions.
You will manage the renewal process for personal lines policies, ensuring timely and accurate processing while identifying opportunities for policy enhancements. Your goal will be to build and maintain strong relationships with clients, acting as a trusted advisor and point of contact for all insurance-related inquiries.
Additionally, you will address and resolve client issues and complaints promptly and effectively, ensuring a positive client experience. You will also identify and pursue opportunities to cross-sell additional insurance products and services that align with client needs.
Required Skills and Qualifications- A minimum of APA qualification
- Proven experience in customer service, sales, or retention roles, ideally within personal lines insurance
- Strong understanding of personal lines insurance products and services
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
- Strong problem-solving skills with an ability to address client concerns effectively
- Proficiency with CRM systems and Microsoft Office Suite
In addition to a competitive salary, we offer a range of benefits, including:
- Minimum of 23 days' annual leave (FTE, pro-rated for part-time colleagues), plus an additional 3 days' leave for volunteering
- A defined contribution pension scheme, which we will also contribute to
- Life Insurance – we'll pay 4x your basic annual salary
- Income Protection – we'll cover up to 75% of your annual income
- Family Friendly Policies
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