Retention Advisor Life Insurance

Rickmansworth
2 months ago
Applications closed

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We are seeking a motivated and customer-focused Retention Adviser to join our dynamic team. In this role, you will be responsible for engaging with customers who have cancelled or are considering cancelling their life insurance policies. Your goal will be to understand their concerns, educate them on the value of their policy, and provide tailored solutions to retain their business.

Key Responsibilities:

  • Proactively contact customers who have cancelled their life insurance policies to understand their reasons for leaving and attempt to reinstate their policies.

  • Handle inbound and outbound retention calls with professionalism and empathy.

  • Educate customers on the benefits and importance of their life insurance coverage, addressing concerns and offering solutions that meet their needs.

  • Work closely with internal teams, including sales and customer service, to enhance retention strategies.

  • Maintain accurate records of customer interactions and retention efforts in the CRM system.

  • Meet and exceed retention targets and KPIs.

  • Keep up to date with industry trends, product knowledge, and regulatory requirements.

  • Provide feedback to management on customer trends and potential improvements to retention strategies.

    Skills & Experience Required:

  • Previous experience in a retention, sales, or customer service role (preferably within the life insurance or financial services industry).

  • Strong negotiation and persuasion skills with the ability to handle objections confidently.

  • Excellent communication and interpersonal skills, with an empathetic and customer-centric approach.

  • Ability to remain calm under pressure and work effectively in a target-driven environment.

  • Strong problem-solving skills and ability to think on your feet.

  • Experience working with CRM systems and good IT proficiency.

  • Knowledge of life insurance products is a plus, but full training will be provided.

    Benefits:

  • Competitive base salary with an attractive commission structure.

  • Comprehensive training and ongoing development.

  • Hybrid working options (where applicable).

  • Generous holiday allowance plus bank holidays.

  • Private health insurance and company pension scheme.

  • Career progression opportunities within a growing organisation

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