
Business Development and Client Retention Professional
2 weeks ago
As a Retention Specialist, you will be responsible for maintaining and growing our client base by ensuring continued coverage and customer satisfaction.
- Proactively contact existing clients to discuss policy renewals
- Engage with clients to understand their needs and address concerns
- Manage renewal process for personal lines policies
- Build and maintain strong relationships with clients
- Address and resolve client issues and complaints promptly and effectively
- Identify opportunities to cross-sell additional insurance products and services
About the Role:
- Minimum APA qualification required
- Proven experience in customer service, sales, or retention roles within personal lines insurance
- Strong understanding of personal lines insurance products and services
- Excellent communication and interpersonal skills
- Strong problem-solving skills
- Proficiency with CRM systems and Microsoft Office Suite
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