Customer Retention Representative I

POSITION SUMMARY

Responsible for advising clients on viable solutions with the main objective of facilitating conservation related activities in conjunction with Sales Admin, Customer Service, Client Services, New Business / Underwriting and Claims.  The incumbent should provide effective and efficient customer service to both internal and external clients in alignment with the Company’s goals and objectives.

KEY ACCOUNTABILITIES

1. Provide the expected level of service to the client in support of the Agent efforts and Company Retention Initiatives and Guidelines
2. Receive/Acquire sales or leads (expressions of interest)
3. Conduct closing on behalf of Agent on record or as advised by Sales Admin
4. Advance/Action cross-sell, up-sell and retention efforts
5. Conduct customer needs analysis and recommend appropriate solution/s
6. Submission of all required documents to close sale
7. Engage orphan clients assigned by Sales Admin and or CRU, Identify customers’ needs, clarify information, advance recommendations

EDUCATION & QUALIFICATIONS

• 5 CXC ‘O’ Levels, including Mathematics and English
• A’ Levels
• LOMA diploma – FLMI / ACS

TRAINING

• Training in Microsoft Office Suite and other operating software with intermediate level in Microsoft Word and Excel.
• Training in Customer Service procedures and policies.

EXPERIENCE

At least 2-3 years’ experience in a Customer Service / Sales Environment in the financial services industry, and/or Conservation.