Retentions Adviser

2 weeks ago


Leeds, United Kingdom Lifesearch Full time

We are looking for a new Retention Adviser to join our team here at LifeSearch. This is a challenging role that can see you taking on many tasks in one day so being able to manage your time is key. You will be working within the team to proactively re engageour families in a professional end to end journey to reinstate cancelled plans or offer new advice. You need to be able to showcase the ability to manage a variety of tasks as you will be responsible for providing advice from a wide panel of insurers, makingfollow up calls, updating families on underwriting outcomes and ensuring you offer the best advice.

You will be working as part of the Retentions team dealing with plans that have been cancelled by our existing families and need to overcome objections with a view to getting them back on board. You need to establish the reason for the cancellation throughsolid factfinding skills and be able to work within the team’s set guidelines reporting into the People and Business Leader or Coach. You will also be asked to identify and report on any trends affecting claw that could impact on our business.

The roll is a full-time position working a variety of shift patterns from 9am-6pm to 10am-7pm with one Saturday every four weeks. This role will include some time in the office and some time at home.

So if you live in the UK, have some experience in a similar role and your are looking for a new challenge then please get in touch.



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