Retention Specialist - Lindon, United States - Vivint

Description

Job Description

Requirements:

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• Property and Casualty Experience Required
• Property and Casualty License Required
• Proficiency in Microsoft Office and Google Applications
• Excellent written and verbal communication skills
• Customer Service Experience
• Retention Experience Preferred
• Ability to excel in a fast-pace environment
• Attention to detail
• A positive attitude
• A Team Player, willing to go above & beyond for our clients

Daily tasks include:

• Taking inbound phone calls for newly sold policyholders and completing a review of all policy documents and e-signature expectations.
• Process policy corrections as needed.
• Service existing client's policies.
• Making outbound calls to customers for policy related needs and customer inquiries.
• Data tracking of all Retention and VIP activity.
• Agent assistance - answering questions and completing requests.
• Monitoring of recorded sales calls and accurately scoring these calls for Quality Assurance reporting and Sales Agent feedback.
• Following up with underwriting departments to ensure policy is issued.
• Cross Sell / Rewrite policies as needed.
• Interact with mortgage and insurance carriers to ensure payment is received in a timely manner.
• Track trends to ensure proper feedback is provided to the sales team.
• Follow up with clients at renewal to ensure client retention.

If you are an active Vivint employee, please apply through Workday by searching \"Find Jobs\".PDN-9ae74abe-21fb-426e-8459-2d740e0a06c7