Customer Retention Specialist

1 week ago

Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Full time
Job Description

We are seeking an experienced Retention Agent to join our team at Neilson Financial Services. The successful candidate will have excellent verbal communication skills and experience in handling both inbound and outbound calls.

Key Responsibilities:

  • Perform calls to policyholders who have missed payments and make payment arrangements where required.
  • Discuss, agree and arrange various client requests such as payment arrangements, sending policy details etc.
  • Handle customer complaints that may arise on a retention call, escalating to complaints team where necessary.
  • Record required call notes in relation to any work items handled, policy and/or payment changes to ensure the interaction is recorded accurately for business records.
  • Provide clients with correct and accurate information.
  • Respond to customer requests to cancel their policy and address any concerns they may have, sell policy benefits and use available retention tools to retain the customer as a policy holder.
  • Meet expected individual targets and contribute to business and team targets ensuring all customer service, sales and cancellation queries are handled in a professional, results driven manner.
  • Follow and apply quality assurance guidelines and compliance rules to all retention activities.
  • Observe and provide general updates to management team around trends in relation to the reasons for customer cancellation.
  • Learn and apply coaching and feedback from your manager to assist in meeting KPIs and expectations within the role.
  • Communicate effectively and professionally with other departments such as Service, Claims and Sales.
  • Keep up to date with any changes relating to Company Policies, processes and procedures.
  • Log service desk requests with manager when experiencing system issues.
  • Report any alleged agent misconduct and/or customer complaints to manager.
  • Managing customer requests effectively and efficiently.
  • Managing the delivery of customer correspondence within agreed company frameworks, timescales and deadlines.
Requirements

To be considered for this role, you will need:

  • Excellent communication, interpersonal skills with a demonstrated ability to correspond both verbally and written to exceptionally high standards
  • High level of attention to detail
  • Knowledge of practices and procedures in a retention related environment
  • A hands on, common sense approach to day to day work related matters
  • Ability to operate well under pressure and within deadlines
  • Ability to multitask effectively whilst maintaining a high level of quality and service
  • Intermediate computer skills (Microsoft office)

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