Remote Jobs
Insurance Conservation Specialist
What's your preference?
Job Description
- Req#: 571603
- Engaging with clients to understand their needs and concerns.
- Addressing any issues that may lead to policy cancellations.
- Collaborating with the sales and customer service teams to ensure satisfaction.
- Monitoring policy renewals and identifying opportunities for upsell or cross-sell.
- Add on conversions and assist in paid-up options.
- Upsell existing clients based on needs.
Description
As an Insurance Conservation Specialist, you will play a key role in retaining our existing clients. Your primary responsibility will include:
Responsibilities
• Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage.
• Present tailored solutions to retain policies, including coverage adjustments, payment options, or benefit clarification.
• Educate clients on policy benefits, long-term value, and consequences of coverage loss.
• Meet or exceed conservation, persistence, and revenue retention goals.
Qualifications
• Strong verbal communications and persuasion skills.
• Ability to handle objections and difficult conversations with professionalism.
• Customer-focused mindset with problem-solving abilities.
• Proficiency with CRM Systems and standard software.
• Ability to work independently while meeting performance metrics.
• Must have a current Life and Health License or be willing to obtain within 2 weeks.About the company
The best remote jobs for you
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.