Customer Retention Sales Representative

Familysecurityplan; Northern (KY); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Family Security Plan is seeking dynamic individuals for the role of Customer Solutions Advisor to educate members and recommend affordable, value-driven coverage. You will handle retention calls, use our system tools, and guide callers toward suitable solutions while pursuing a state license.

The role emphasizes integrity, coachability, and a proactive, positive mindset in a supportive team environment. We promote from within and provide training, with goal-oriented milestones and opportunities

Qualifications

• Life and Health License preferred, but not required; license support will be provided while you obtain licenses.
• 1-2 years' of experience working in a call center environment (required)
• 1-3 years of sales experience.

Responsibilities

• Answer incoming retention calls efficiently and accurately.
• Maintain daily department close ratios.
• Efficiently use all systems related to providing service.
• Offer members alternative, future payment methods when necessary.
• Identify and maximize referral opportunities.
• Research and resolve policy holder issues, and drive resolution to avoid escalation.
• Enter data and other relevant information into call center database.
• Identify opportunities to transfer to licensed sales agents for additional benefits.
• During a 90-day period, attain consistent goals before studying for the state insurance exam.
• Shadowing and training once the insurance license is obtained.

Skills

Technologically savvy

Integrity

Coachable

Positive attitude

Resilience

Goal oriented

Communication skills

Tools

Call center software

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 SolutionsAdvisorwill have to attain consistent goals before studying for the state insurance exam.
• Shadowing and training once the insurance license is obtained