Insurance Retention Specialist

TrueCut Insurance

Insurance Retention Specialist

Buffalo, NY
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Competitive salary

    Dental insurance

    Health insurance

    Paid time off

    Training & development

    Vision insurance

    TrueCut Insurance is growing, and we’re looking for a motivated and customer-focused Retention Specialist to join our team and help strengthen customer relationships and reduce cancellations. If you’re great at connecting with people and solving problems, this role is your chance to help customers stay protected while enjoying brilliant rates and flawless service.

    Benefits/Perks

    Competitive compensation and comprehensive benefits, including health, dental, vision insurance and 401k

    Paid time off and a rotational weekend schedule

    On-the-job training with opportunities for growth and advancement

    Supportive, team-focused work environment

    Responsibilities

    Contact customers pending cancellation (including underwriting-related) and work to resolve issues

    Focus on reinstating canceled policies

    Identify and assist at-risk customers before renewal to improve retention

    Reach out to clients who complete NPS surveys and address any feedback

    Promote programs that increase retention, such as autopay

    Report weekly updates on cancellations, reinstatements, and key retention metrics

    Qualifications

    1+ year of experience in customer service, retention, or insurance preferred

    Property & Casualty license or willingness to obtain within 4 months of hire

    Strong communication and problem-solving skills

    Positive attitude, detail-oriented, and committed to providing excellent service