Customer Retention Sales Specialist

2 weeks ago


Orange, United States PFP Full time

Seeking dynamic individuals for the role of Retention Sales Specialist Handle retention calls, resolve policy holder issues, and prepare for a rewarding career in insurance services. Join our team today

What do we do?

  • 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.

What’s in it for you?

  • Great corporate office experience, opportunities to learn new skills, and perfect the skills you already have
  • This role has a base pay plus incentives, bonuses, profit share, paid holidays, paid time off, all expenses paid award trips, and excellent benefits.
  • Annual income potential of $40,000+ along with uncapped commission to earn even more
  • $20.51/hour base pay

This position is a fit for you, if you:

  • 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

What experience/skills contribute to a successful Customer Solutions Specialist?

  • Life and Health License is required.
  • 1-2 years of experience working in a call center environment (required)
  • 1-3 years of sales experience.

What responsibilities are included in a typical day-to-day for a Customer Solutions Specialist?

  • 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.


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