Customer Retention Sales Representative

Schmitt-Sussman Enterprises Inc• US,

About The Position

We pride ourselves in taking time to educate our members on the value of the Family Security Plan in order to ensure our policy holders are adequately covered. We offer affordable solutions and make recommendations that make sense for those we serve. We have a compassionate, caring, and diverse team of Retention Specialists who work well together in an open environment along with supportive and encouraging leadership. We believe in growing and promoting our employees to the next level.

Requirements

1-2 years' of experience working in a call center environment (required)
1-3 years of sales experience.

Nice To Haves

Life and Health License preferred, but not required. The Family Security Plan® will pay you while we help you obtain insurance licenses.
Are driven and goal oriented
Are technologically savvy
Have a high level of integrity with the desire to help others
Are coachable
Are positive
Are resilient

Responsibilities

Answering all incoming retention calls efficiently and accurately.
Maintaining daily department close ratios.
Efficiently using all systems related to providing service.
Offering members alternative, future payment methods when necessary.
Identifying and maximizing referral opportunities.
Researching and resolving policy holder issues, and driving resolution to avoid escalation.
Entering data and other relevant information into call center database.
Identifying opportunities to transfer to licensed sales agents for additional benefits.
During a 90 -day period, the Customer Solutions Advisor will have to attain consistent goals before studying for the state insurance exam.
Shadowing and training once the insurance license is obtained