Become part of Optiom Inc. as an Insurance Advisor and Customer Retention Specialist in Calgary, AB. This hybrid role involves actively engaging policyholders for retention and sales.As an integral member of the retention and loyalty team, you will work to maintain customer relationships and drive policy renewals. The role includes a mixture of handling cancellation requests, conducting outreach for expiring policies, welcome calls, and managing sales inquiries. Your ability to connect with customers authentically and manage your workflow will be vital.Key Responsibilities:• Take calls from policyholders seeking to cancel coverage• Conduct outreach to re-engage expiring policy customers• Make welcome calls confirming purchase satisfaction• Handle both inbound inquiries and outbound sales calls• Maintain accurate records and track daily targetsRequirements:• Must possess or plan to obtain Alberta Level 1 General Insurance License• 1–3 years in customer-facing sales or service roles• Skilled at handling high-volume calls with empathy• Detail-oriented and diligent with call tracking• Self-directed with proven time management skillsUtilize your skills in customer service and sales to thrive at Optiom, where your contribution matters.#J-18808-Ljbffr
Optiom Insurance Advisor & Customer Retention
OPTIOM INC.
calgary, calgary
Published 17 days ago
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