Insurance Service & Renewal Specialist

Business Athletes Association; United States; On-site; USD 38,000 - 45,000; Full time

Benefits offered by this job

Competitive pay

Career growth opportunities

Job summary

Business Athlete Association, Ohio Division, seeks an Insurance Service & Conservation Clerk to support clients by understanding their needs and addressing concerns, ensuring satisfaction and loyalty. Collaborate with sales and customer service to monitor policy renewals and identify upsell opportunities.

Help convert term policies to permanent plans and assist with add-on conversions and paid-up options. The organization highlights innovation, employee development, and a culture of advancement

Responsibilities

• Monitor policy renewals and identify upsell opportunities.
• Assist clients with converting term policies to permanent plans.
• Assist with add-on conversions and paid-up options.

Skills

Customer service

Sales collaboration

Policy renewals

Upsell opportunities

Tools

CRM software

Job description

Business Athlete Association, Ohio Division, seeks an Insurance Service & Conservation Clerk to support clients by understanding their needs and addressing concerns, ensuring satisfaction and loyalty. Collaborate with sales and customer service to monitor policy renewals and identify upsell opportunities.

Help convert term policies to permanent plans and assist with add-on conversions and paid-up options. The organization highlights innovation, employee development, and a culture of advancement