Insurance Retention Specialist jobs in United States
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TrueCut Insurance · 3 months ago

Insurance Retention Specialist

TrueCut Insurance is growing, and they are seeking a motivated and customer-focused Retention Specialist to help strengthen customer relationships and reduce cancellations. This role involves contacting customers pending cancellation, reinstating canceled policies, and promoting programs that increase retention.

Insurance

Responsibilities

Contact customers pending cancellation (including underwriting-related) and work to resolve issues
Focus on reinstating canceled policies
Identify and assist at-risk customers before renewal to improve retention
Reach out to clients who complete NPS surveys and address any feedback
Promote programs that increase retention, such as autopay
Report weekly updates on cancellations, reinstatements, and key retention metrics

Qualification

Customer service experienceProperty & Casualty licenseProblem-solving skillsCommunication skillsDetail-orientedPositive attitude

Required

Strong communication and problem-solving skills
Positive attitude, detail-oriented, and committed to providing excellent service

Preferred

1+ year of experience in customer service, retention, or insurance preferred
Property & Casualty license or willingness to obtain within 4 months of hire

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
Competitive compensation and comprehensive benefits, including health, dental, vision insurance and 401k
Paid time off and a rotational weekend schedule
On-the-job training with opportunities for growth and advancement
Supportive, team-focused work environment

Company

TrueCut Insurance

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At TrueCut Insurance, our priority is helping our customers find the best coverage in order to protect what matters most in life.

Funding

Current Stage
Early Stage
Company data provided by crunchbase