Insurance Retention Specialist

TrueCut Insurance; Buffalo (NY); On-site; USD 27,552 - 30,307; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Job summary

TrueCut Insurance in Buffalo, NY is looking for an Insurance Retention Specialist to enhance customer retention. The role involves contacting customers at risk of cancellation, reinstating policies, and promoting retention programs. Candidates should have over a year of customer service or insurance experience, with strong communication skills and the ability to problem-solve. A Property & Casualty license is preferred. The position offers a competitive hourly wage of $20.00 - $22.00, alongside comprehensive benefits including health insurance and paid time off.

Qualifications

• 1+ year of experience in customer service, retention, or insurance preferred.
• Property & Casualty license or willingness to obtain within 4 months of hire.
• Strong communication and problem-solving skills.

Responsibilities

• Contact customers pending cancellation and resolve issues.
• Focus on reinstating canceled policies.
• Identify at-risk customers before renewal to improve retention.
• Reach out to clients post-NPS surveys and address feedback.
• Promote programs that increase retention, such as autopay.
• Report weekly updates on cancellations and key retention metrics.

Skills

Customer service experience

Problem-solving skills

Communication skills

Attention to detail

Job description

Future Opening: Insurance Retention Specialist

• 401(k)
• Health insurance
• Paid time off
• Vision insurance

• Competitive compensation and comprehensive benefits, including health, dental, vision insurance and 401k
• Paid time off and a rotational weekend schedule
• On-the-job training with opportunities for growth and advancement
• Supportive, team-focused work environment

Responsibilities

• Contact customers pending cancellation (including underwriting-related) and work to resolve issues
• Focus on reinstating canceled policies
• Identify and assist at-risk customers before renewal to improve retention
• Reach out to clients who complete NPS surveys and address any feedback
• Promote programs that increase retention, such as autopay
• Report weekly updates on cancellations, reinstatements, and key retention metrics

Qualifications

• 1+ year of experience in customer service, retention, or insurance preferred
• Property & Casualty license or willingness to obtain within 4 months of hire
• Strong communication and problem-solving skills
• Positive attitude, detail-oriented, and committed to providing excellent service

Compensation: $20.00 - $22.00 per hour