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    Family Security Plan

    Insurance

    Customer Retention Sales Representative

    Any, United StatesOn-SiteFull-time1–2 yrs experiencePosted 6d ago
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    Job description

    Seeking dynamic individuals for the role of Customer Solutions Advisor! 

    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.

    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 preferred, but not required. The Family Security Plan® will pay you while we help you obtain insurance licenses.
    • 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.
    • 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

    If you are self-motivated and care about people, apply now!

    Job details are sourced from the employer's original posting.

    Open job posting
    FA

    About the company

    Family Security Plan

    Family Security Plan is a company that provides supplemental insurance products.

    View all Family Security Plan jobs
    Industry
    Insurance
    Open roles
    8

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