[Remote] Insurance Conservation Specialist
Note: The job is a remote job and is open to candidates in USA. Business Athletes Association is seeking an Insurance Conservation Specialist to help retain existing clients. The role focuses on engaging with clients to understand their needs, addressing issues that may lead to policy cancellations, and collaborating with sales and customer service teams to ensure client satisfaction.
Responsibilities
- Engaging with clients to understand their needs and concerns
- Addressing any issues that may lead to policy cancellations
- 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
- Upsell existing clients based on needs
Skills
- Engaging with clients to understand their needs and concerns
- Addressing any issues that may lead to policy cancellations
- 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
- Upsell existing clients based on needs
Company Overview