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. • Providing guidance on policy options and adjustments. • 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. 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. • 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 • 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. • Maintain compliance with all the insurance regulations, company policies, and ethical standards