Life Assurance - Retention's Specialist

Posted Today by Concept Technical Resources
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Retentions Specialist

Are you looking for an opportunity to work as a Retentions Specialist within a fast paced life insurance retentions department for one of the UK's largest life insurance brokers? If so, then this will be the right role for you.


My client has a wealth of industry experience within the Life Assurance industry and have a panel of insurers that they use to find the best possible life insurance quotations for their customers. There are progression opportunities to obtain qualifications such as CEMAP/RO5. This role will incorporate the management of the Retention and Re-sales functions across the company, servicing advised life insurance distribution channels. In the protection industry, it is absolutely vital that our client achieves high client retention with a low cancellation rate. Most cancellations happen within the first 12 months of the policy being sold so this is the key area of focus.

Key responsibilities of a Retention's Specialist include:

  • Liaising with insurers regarding lapsed cases
  • Speaking with customers at management level when required
  • Working closely with the General Manager to provide insight and updates against target
  • Identifying new processes/solutions to reduce cancellations and increase client retention
  • Identifying new processes/solutions to improve efficiency within the administration team and increase revenue through improved customer journeys
  • Updating/using online portals
  • Building spreadsheets/re
  • Experience required to be considered for the Retentions Specialist:
  • Advanced knowledge of excel/word
  • Technical thinker
  • Minimum 1 year's life insurance/retentions management experience
  • A professional attitude towards working hard and looking are the best outcome for the business
  • Evidence of working in a similar environment including examples of achievements.
  • A drive to build a career and work with the senior managers to get the best out of yourself and your team.
  • Ability to show initiative, think outside the box.
  • Please apply now if you have the above experience…

Job Types: Full-time, Permanent

Salary: £27,000.00 /year

Required skills

  • Brokers
  • Life Insurance
  • Protection
  • Retention

Reference: 36065763

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