Insurance Service Conservation Clerk

Business Athlete Association - Ohio Division; Arizona; Hybrid; USD 37,500 - 45,000; Full time

Job summary

Business Athlete Association - Ohio Division is seeking an Insurance Service and Conservation Specialist to retain our client base and grow opportunities. You will engage with clients to understand needs, coordinate with sales and service teams, and monitor renewals for upsell potential.

You will also contact policyholders with cancellations or lapses, present tailored solutions, and educate clients on benefits and long-term value. The role emphasizes independence while meeting performance goals.

Qualifications

• Strong verbal communication and persuasion skills.
• Ability to handle objections and difficult conversations professionally.
• Customer-focused mindset with problem-solving abilities.
• Proficiency with CRM systems and standard software.
• Knowledge of DocuSign software.
• Ability to work independently while meeting performance metrics.
• Life and Health license or willingness to obtain within 2 weeks.

Responsibilities

• Retain existing clients and pursue opportunities to increase client retention and revenue.
• Collaborate with sales and customer service to ensure client satisfaction.
• Monitor policy renewals and identify upsell or cross-sell opportunities.
• Convert term policies to permanent plans and assist with add-ons.
• Contact policyholders who requested cancellations or who lapsed.
• Explain policy benefits and options to clients to prevent losses.
• Call existing leads to set appointments and drive sales.

Skills

Verbal communication

Persuasion

Interpersonal skills

Independent work

Problem solving

Customer focus

Education

Life and Health License

Tools

CRM software

DocuSign

Job description

Responsibilities

• As an Insurance Service and Conservation Specialist, you will play a key role in retaining our existing clients and adding to our existing client Poole. Your responsibilities will include: Engaging with clients to understand their needs and concerns. Collaborating with the sales and customer service teams to ensure satisfaction. Monitoring policy renewals and identifying opportunities for upsell or cross-sell. Add-on conversions and assist in paid-up options. Convert term policies to permanent plans.
• Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage.
• Handle policy concerns pertaining to beneficiary and contingent beneficiary notification.
• Present tailored solutions to retain policies, including coverage adjustments, payment options, or benefit clarification.
• Educate clients on policy benefits, long-term value, and consequences of coverage loss.
• Meet or exceed conservation, persistence, and revenue retention goals.
• Exercise the option to call existing leads to set appointments to increase sales.

Qualifications

• Strong verbal communications and persuasion skills.
• Strong People Skills Ability to handle objections and difficult conversations with professionalism.
• Customer-focused mindset with problem-solving abilities.
• Proficiency with CRM Systems and standard software.
• Knowledge of DocuSign software
• Ability to work independently while meeting performance metrics.
• Must have a current Life and Health License or be willing to obtain one within 2 weeks.

Compensation

$37,500 - $45,000 yearly