Insurance Customer Care & Retention Specialist

001 Brown & Brown, Inc; United States; Remote; USD 21,000 - 28,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Job summary

One80 Intermediaries is seeking a Customer Care Specialist to join our team. The role focuses on keeping bill counts and policy premiums current by notifying members of due premiums, assisting with payments, and guiding interested members to sales for new policy opportunities.

Responsibilities include outbound calls, maintaining lapse reminders, and reviewing retention reports. Strong communication and insurance licensing within 90 days are encouraged.

Qualifications

• Minimum of a high school diploma or GED.
• 2+ years of experience in customer service and/or sales, preferably in the insurance industry or equivalent.
• Proficient PC skills and ability to learn new software programs.
• Active Illinois insurance license or the ability to become licensed within 90 days of hire.

Responsibilities

• Mailing out reminder and lapse letters from the system.
• Meet a minimum of 50 outbound calls per day.
• Review retention reports daily to identify focus areas.
• Work through assigned tasks of unpaid accounts.
• Assist on the payment line to ensure timely payments.
• Address credit card expiring tasks and EFT failed accounts.
• Acquire and maintain knowledge of Affinity life and health plans offered.
• Self-motivate to meet goals and keep bill counts and premiums on the books.

Skills

Customer service

Sales

Education

High school diploma or GED

Job description

One80 Intermediaries is seeking a Customer Care Specialist to join our team. The role focuses on keeping bill counts and policy premiums current by notifying members of due premiums, assisting with payments, and guiding interested members to sales for new policy opportunities.

Responsibilities include outbound calls, maintaining lapse reminders, and reviewing retention reports. Strong communication and insurance licensing within 90 days are encouraged.