As an Insurance Conservation Specialist, you will play a key role in retaining our existing clients. Your primary responsibility will include: • Engaging with clients to understand their needs and concerns. • Addressing any issues that may lead to policy cancellations. • 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. • Upsell existing clients based on needs. Responsibilities: • Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage. • 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. Qualifications: • Strong verbal communications and persuasion skills. • Ability to handle objections and difficult conversations with professionalism. • Customer-focused mindset with problem-solving abilities. • Proficiency with CRM Systems and standard software. • Ability to work independently while meeting performance metrics. • Must have a current Life and Health License or be willing to obtain within 2 weeks. Compensation: $37,500 - $55,000 yearly

• Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage. • 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.