Job Details

Description

As an Insurance Conservation Specialist, you will play a key role in retaining our existing clients. Your primary responsibility will include:

• Engaging with clients to understand their needs and concerns.
• Collaborating with the sales and customer service teams to ensure satisfaction.
• Monitoring policy renewals and identifying opportunities for upsell or cross-sell.
• Add on conversions and assist in paid-up options.

Responsibilities

• Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage.
• Present tailored solutions to retain policies, including coverage adjustments, payment options, or benefit clarification.
• Educate clients on policy benefits, long-term value, and consequences of coverage loss.
• Meet or exceed conservation, persistence, and revenue retention goals.

Qualifications

• Strong verbal communications and persuasion skills.
• Ability to handle objections and difficult conversations with professionalism.
• Customer-focused mindset with problem-solving abilities.
• Proficiency with CRM Systems and standard software.
• Knowledge of DocuSign software
• Ability to work independently while meeting performance metrics.
• Must have a current Life and Health License or be willing to obtain one within 2 weeks.