Source Job

$23–$23/hr
US 4w PTO

  • Educate and support customers requesting to cancel their policy by delivering exceptional service.
  • Manage call volumes while balancing empathy, efficiency, and productivity under deadlines.
  • Provide outstanding customer support by active listening, investigating concerns and solution-oriented action.

CRM Troubleshooting Communication Customer Retention

3 jobs similar to Customer Retention Specialist

Jobs ranked by similarity.

US 4w PTO

  • Educate and support customers requesting to cancel their policy by delivering exceptional service through inbound calls and email.
  • Manage high call volumes while balancing empathy, efficiency, and productivity under tight deadlines.
  • De-escalate challenging situations with empathy and professionalism, using strong communication skills while embodying Trupanion’s core values.

Trupanion is a leading provider of medical insurance for cats and dogs in North America with a mission to help loving, responsible pet owners budget and care for their pets. They offer a collaborative pet-friendly environment where everyone is encouraged to be themselves.

US Unlimited PTO

  • Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
  • Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
  • Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.

Trellis is rewriting the insurance experience from the inside out. They are the tech company behind Savvy, their licensed insurance agency bringing clarity and ease to insurance shopping. Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures.

$40,222–$48,267/yr
Canada 4w PTO

  • Manage a caseload of in-progress applications through the underwriting process
  • Coordinate and follow up on medical exam bookings with vendors and clients
  • Handle inbound calls and respond to client emails

PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture and have sold over $10 billion in insurance coverage since 2018.