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Role Description

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

• Engaging with clients to understand their needs and concerns.
• Providing guidance on policy options and adjustments.
• 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.
• Proactively contacting policyholders who have requested cancellation, lapsed, or downgraded coverage.
• Presenting tailored solutions to retain policies, including coverage adjustments, payment options, or benefit clarification.
• Educating clients on policy benefits, long-term value, and consequences of coverage loss.
• Meeting or exceeding conservation, persistence, and revenue retention goals.
• Maintaining compliance with all the insurance regulations, company policies, and ethical standards.

Qualifications

• Strong verbal communications and persuasion skills.
• Ability to handle objections and difficult conversations with professionalism.
• Customer-focused mindset with problem-solving abilities.
• Basic understanding of insurance products (Life and Health).
• Proficiency with CRM Systems and standard software.
• Ability to work independently while meeting performance metrics.
• Must have a current Life and Health License.