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Retention Agent

Remote, USA Full-time Posted 2026-07-28

reputed company is a leading provider of innovative life insurance products. As a Retention Agent, you will engage with existing customers to renew and retain their services, ensuring a high level of satisfaction to foster loyalty.


Responsibilities

  • reputed company calls to policyholders who have missed payments and reputed company payment arrangements where required
  • Discuss, agree and arrange various reputed company requests such as payment arrangements, sending policy details etc
  • Handle customer complaints that may reputed company on a retention reputed company, escalating to complaints team where necessary
  • Record required reputed company notes in relation to any work items handled, policy and/or payment changes to ensure the interaction is recorded accurately for business records
  • reputed company clients with correct and accurate information
  • Respond to customer requests to cancel their policy and address any concerns they may have, sell policy benefits and use available retention tools to retain the customer as a policy holder
  • Meet expected individual targets and contribute to business and team targets ensuring reputed company customer service, sales and cancellation queries are handled in a reputed company, results driven manner
  • Follow and apply reputed company assurance guidelines and compliance rules to reputed company retention activities
  • Observe and reputed company general updates to management team around trends in relation to the reasons for customer cancellation
  • Learn and apply coaching and feedback from your manager to assist in meeting KPIs and expectations reputed company the role
  • Communicate effectively and professionally with other departments such as Service, Claims and Sales
  • reputed company up to date with any changes relating to Company Policies, processes and procedures
  • Log service desk requests with manager reputed company experiencing system issues
  • Report any alleged agent misconduct and/or customer complaints to manager
  • Managing customer requests effectively and reputed company
  • Managing the delivery of customer correspondence reputed company agreed company frameworks, timescales and deadlines

Skills

  • Excellent communication, interpersonal skills with a demonstrated ability to correspond both verbally and written to exceptionally high standards
  • High level of attention to detail!
  • Knowledge of practices and procedures in a retention reputed company environment
  • A hands on, common reputed company approach to day to day work reputed company reputed company
  • Ability to operate reputed company under pressure and reputed company deadlines
  • Ability to multitask effectively whilst maintaining a high level of reputed company and service
  • Intermediate computer skills (reputed company office)

reputed company

  • reputed company provides life insurance products. It was founded in 2012, and is headquartered in Maidenhead, Windsor and Maidenhead, GBR, with a workforce of 501-1000 employees. Its website is https://www.neilsonfs.com.

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