Swooped · 3 hours ago
Retention Associate
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Artificial Intelligence (AI)Human Resources
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Responsibilities
Engage at-risk policyholders nearing the end of their term or at risk of cancellation to address concerns, discuss policy updates, and offer tailored solutions, including the benefits of the telematics program.
Proactively follow up with policyholders to ensure their needs are met, answer any questions, and highlight the advantages of telematics for improving fleet safety and reducing premiums.
Educate customers on telematics to help them understand how tracking driving behavior can lead to lower premiums, improved safety, and fewer claims.
Resolve customer issues quickly, especially when it involves coverage, claims, or billing while incorporating telematics-based solutions where appropriate.
Use Hubspot and telematics data to identify at-risk customers and develop targeted retention strategies that reduce cancellations and improve long-term customer loyalty.
Monitor and report on retention metrics, analyzing the impact of telematics adoption on customer satisfaction, renewals, and cancellations.
Qualification
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Required
A Bachelor’s degree from an accredited college or university with 3+ years of insurance experience.
Superior customer service, leadership, and communication skills. The ability to explain complex topics in easy-to-understand language is essential.
Experience utilizing business applications like Zendesk, HubSpot, Slack, and Excel, with an overall strong technical aptitude.
Superior empathy, putting oneself in the shoes of stakeholders when making decisions.
Excellent problem-solving and analytical skills.
Candidates must be resilient, eager to learn, adaptable, and able to work in a fast-growing environment.
Must be home-based in the United States.
Preferred
Spanish fluency is highly desirable, but not required.
Benefits
Health/Dental/Vision
Life/Disability
401k – Employer Match
Generous Parental Leave, and many more.