Retentions Advisor B2B

Retentions Specialist (B2B)

Location - Glasgow City Centre (Hybrid)
Salary - £27k plus uncapped commission

My client are one of the largest International Medical Insurers worldwide with our roots dating back over 200 years ago.
Due to the rapid growth and expansion of my clients Global IPMI business, they are now looking for a retentions specialist to join the team.
The successful Renewals and Retentions Specialist will be responsible for managing policy renewals, upselling of policies, and ensuring delivery of persistency target across the business line and working with management to establish robust process around the renewals and retentions side of the business.

Main Duties Responsibilities
* Liaising with our Brokers to ensure ultimate retention of our customers.
* Drive performance improvement specifically relating to Persistency including Renewal Retention, Cancel from Inception, and mid-term cancellations.
* Upselling of policies to existing broker customers
* Drive the broker contact strategy, alongside Marketing, to deliver high levels of customer satisfaction and use of propensity models to identify potential leavers.
* Monitor and report on work levels and control workflow.
* Identify shortfalls in process performances and work with quality/business teams contributing on improvement related projects where necessary so that the continuous cycle of improvement is maintained.
* Provide regular reporting and information around key metrics, including presenting this to members of senior management where required.

Skills & Experience
* Strong customer focus with ability to identify and solve problems.
* Strong interpersonal skills with excellent written and verbal communication
* Ability to exercise judgement.
* Ability to organise, prioritise and manage workflow.
* The ability to work well in a team environment.
* Preferable experience of an B2B retentions/sales process.

In return you will receive
* In depth training
* Monthly uncapped achievable bonus
* Yearly company performance bonus
* Life insurance, private health, and dental care
* Excellent pension plan
* £8 per day to help cover travel or lunch costs daily

Apply ASAP for immediate consideration...

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