Insurance Retention Call Specialist
Budget: $2 – $8 USD
I run a Florida-based personal-lines insurance agency and need a specialist who can keep our book solid while creating fresh opportunities. The seat is on the phones—primarily outbound—reaching current and former policyholders to:
• reduce cancellations before they happen
• generate additional business through cross-sell or upsell conversations
• assist customers with coverage changes and billing questions
To succeed you must bring all three of the following:
• hands-on insurance industry know-how
• strong customer service instincts
• a sales-and-retention mindset that turns every call into value
You will work from a curated dialing list, document each contact in our CRM, and hit daily targets for save rates and new premium generated. Polished English, an empathetic tone, and the ability to explain coverage options in plain language are essential.
If you have the skills and are ready to help us keep more clients while boosting revenue, I’m eager to hear how you would approach the first week on the phones.
• reduce cancellations before they happen
• generate additional business through cross-sell or upsell conversations
• assist customers with coverage changes and billing questions
To succeed you must bring all three of the following:
• hands-on insurance industry know-how
• strong customer service instincts
• a sales-and-retention mindset that turns every call into value
You will work from a curated dialing list, document each contact in our CRM, and hit daily targets for save rates and new premium generated. Polished English, an empathetic tone, and the ability to explain coverage options in plain language are essential.
If you have the skills and are ready to help us keep more clients while boosting revenue, I’m eager to hear how you would approach the first week on the phones.
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CRM
Insurance
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