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The Family Security Plan

Open 27d reposted 2×

Customer Retention Sales Representative

Posted Updated 1 view
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Seeking dynamic individuals for the role of Customer Solutions Advisor!


What do we do?

  • We pride ourselves in taking time to educate our members on the value of the Family Security Plan in order to ensure our policy holders are adequately covered.
  • We offer affordable solutions and make recommendations that make sense for those we serve.
  • We have a compassionate, caring, and diverse team of Retention Specialists who work well together in an open environment along with supportive and encouraging leadership.
  • We believe in growing and promoting our employees to the next level.

This position is a fit for you, if you:

  • Are driven and goal oriented
  • Are technologically savvy
  • Have a high level of integrity with the desire to help others
  • Are coachable
  • Are positive
  • Are resilient

What experience/skills contribute to a successful Customer Solutions Specialist?

  • Life and Health License preferred, but not required. The Family Security Plan® will pay you while we help you obtain insurance licenses.
  • 1-2 years' of experience working in a call center environment (required)
  • 1-3 years of sales experience.

What responsibilities are included in a typical day-to-day for a Customer Solutions Specialist?

  • Answering all incoming retention calls efficiently and accurately.
  • Maintaining daily department close ratios.
  • Efficiently using all systems related to providing service.
  • Offering members alternative, future payment methods when necessary.
  • Identifying and maximizing referral opportunities.
  • Researching and resolving policy holder issues, and driving resolution to avoid escalation.
  • Entering data and other relevant information into call center database.
  • Identifying opportunities to transfer to licensed sales agents for additional benefits.
  • During a 90 -day period, the Customer Solutions Advisor will have to attain consistent goals before studying for the state insurance exam.
  • Shadowing and training once the insurance license is obtained

If you are self-motivated and care about people, apply now!

Apply

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