Policy Retention & Onboarding Specialist

Security Service Federal Credit Union; San Antonio (TX); Hybrid; USD 42.000 - 56.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401K match

Tuition reimbursement

Paid vacation

Zusammenfassung

Security Service Federal Credit Union is seeking a customer-focused professional to handle inbound and outbound calls aimed at policy retention and relationship management. You will coordinate trailing documents, guide members through onboarding, and ensure accurate documentation in our systems while staying compliant with regulations.

The role emphasizes strong communication, problem-solving, and multitasking across platforms in a fast-paced environment, with opportunities to support campaigns

Qualifikationen

• Minimum 4 years in insurance service, retention, or call center experience.
• High school diploma or equivalent.
• Excellent communication and problem-solving abilities.

Aufgaben

• Handle inbound and outbound calls focused on policy retention and relationship management.
• Coordinate trailing documents and guide members through onboarding.
• Document activity accurately in agency management systems and maintain regulatory compliance.
• Collaborate with sales and service teams to resolve escalations and improve retention.
• Monitor retention trends and support cross-functional campaigns and projects.

Kenntnisse

Communication skills

Objection handling

Problem solving

Ausbildung

High school diploma or equivalent

Tools

Microsoft Office

Jobbeschreibung

Security Service Federal Credit Union is seeking a customer-focused professional to handle inbound and outbound calls aimed at policy retention and relationship management. You will coordinate trailing documents, guide members through onboarding, and ensure accurate documentation in our systems while staying compliant with regulations.

The role emphasizes strong communication, problem-solving, and multitasking across platforms in a fast-paced environment, with opportunities to support campaigns