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Date Added: Thu 15/07/2021

Business Retention Specialist

Bedford, UK
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Job Type: Permanent, FullTime

Salary: £25000/annum

Business Retention Specialist

Do you have experience in, and understanding of, the insurance sector?

£25,000 per year

Bedford

Permanent - Monday - Friday (9.00am - 5.00pm)

We have a fantastic client in Bedford, who are looking to recruit a Experienced Business Retention Specialist. The retention of their members is a critical and ongoing objective for their business.

Your role will be responsible for working with members and intermediary firms via inbound and outbound calls.  To assist those that wish to cancel their policy by sharing the knowledge about the Company's products and benefits. You will assist in the collection of current and past due premiums.  The purpose is to improve the company's retention performance.

This role will require you to have a passion for customer service and be driven by results.

Main Duties:

Build a rapport with members and intermediaries via the telephone
Make monthly contact with National Account Managers to review retention frameworks
Process BACs notifications and direct debit recalls
Make regular phone contact with Platinum Accounts
Maintain knowledge of the products and benefits
Maintain knowledge of what the competitors offer
Train individuals on good practice in relation to retention calls
Work with the Business Analyst to review data and identify trends within the Platinum Accounts - review these against the book of business as a whole
Management of own workload as agreed with the Operations Director
Ensuring agreed deadlines / service standards are met, or reported to the Operations Director if there is a risk they will not be
To maintain an awareness of the importance of risk within the Society and to bring any matters of concern to the attention of the Risk and Compliance Director
To maintain an understanding of and adhere to the Data Protection Act, Anti-Money Laundering Regulations and all relevant policies and procedures
Key Skills:

Working on the telephone both making and receiving retentions calls, you will demonstrate exceptional customer service and listening skills. 
Good understanding of Microsoft office packages
Providing excellent customer service, treating everyone you deal with as an individual, understanding their needs, showing empathy and making them feel important.  
Experience in, and understanding of, insurance sector
Previous experience of building Business to Business relationships
Excellent Communication Skills
Problem Solver
Able to clearly explain the benefits of income protection
Able to clearly explain and sell our members the benefits of Mutual Benefits
Able to manage own workload
Analytical Skills
Excellent Excel skills
Additional duties, as and when the business requires
If you have worked within a similar role and fit the above criteria and experience, please apply today!

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Please note that at times due to the volume of applications we may not be able to respond to each person individually. If you do not hear from us within 7 days we're sorry you have not been successful this time. Please do not let this stop you applying for other positions you may be suitable for. Good Luck!

Please note that at times due to the volume of applications we may not be able to respond to each person individually. If you do not hear from us within 7 days we're sorry you have not been successful this time. Please do not let this stop you applying for other positions you may be suitable for. Good Luck!

1st Choice Staff Recruitment is an equal opportunities employer and acts as both an Employment Agency & Business
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