Retention Specialist

Required Skills & Experience

• Outbound call experience (& high volume)
• Customer service experience
• Excel

Nice to Have Skills & Experience

Spanish speaking

Job Description

Job Responsibilities:

The Retention Specialist is responsible for proactively working policies to prevent cancellations to maximize company’s cash flow.

Responsibilities

• Perform a high volume of outbound calls to customers to retain business
• Achieve prescribed accuracy and productivity standards
• Assist in all aspects of timely policy collections including understanding of cancellation and reinstatement process
• Assist in managing outside payroll vendors ensuring all payments and remittance files are received timely and are accurate
• Contribute to team meeting service level standards set forth by department leadership
• Retain current customers by working with them to collect premium by proactively reaching out via phone, email, letters