Customer Retention Sales Representative

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.

• 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

• 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.

• 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