Role Overview & Responsibilities
Help clients stay covered and happy at renewal time.
What you'll do:
• Track upcoming renewals and reach out early
• Prepare renewal quotes for agent review
• Follow up on lapses and win back clients
• Keep the pipeline organized
Proactive, personable, and organized. Insurance or retention experience helps.
Required Expertise
Retention
Follow-Up
CRM
Outbound Calls
Scheduling
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