... Life and Health License or be willing to obtain one within 2 weeks.
Life Dh Psicologia
1 job near Columbus, OH
... Life and Health License or be willing to obtain one within 2 weeks.
Other
Posted 21 days ago
Job description
Description
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:
Responsibilities
• 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.
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.
Responsibilities
• 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.