The Insurance Conservation Specialist is responsible for retaining existing and expired policyholders by proactively addressing cancellation request, resolving concerns, and reinforcing the value of coverage. This role focuses on preserving revenue, improving persistency, and strengthening long term client relationships through education, problem solving, and consultative communication. Responsibilities: • Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage • Identify root causes of cancellations (pricing, life changes, service issues, competition) • 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 • Collaborate with sales agents, underwriting, and customer service teams to resolve issues • Meet or exceed conservation, persistence, and revenue retention goals. • Maintain compliance with all the insurance regulations, company policies, and ethical standards Qualifications: • Strong verbal communications and persuasion skills • Ability to handle objections and difficult conversations with professionalism • Customer-focused mindset with problem-solving abilities • Basic understanding of insurance products ( Life and Health) • Proficiency with CRM Systems and standard software • Ability to work independently while meeting performance metrics • Must have a current Life and Health License Compensation: $37,500 - $55,000 yearly

• Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage • Identify root causes of cancellations (pricing, life changes, service issues, competition) • 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 • Collaborate with sales agents, underwriting, and customer service teams to resolve issues • Meet or exceed conservation, persistence, and revenue retention goals. • Maintain compliance with all the insurance regulations, company policies, and ethical standards