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Retention Specialist | Retention Specialist in Other Job Job at Vivint in Lindon UT | 7111929324

This listing was posted on Professional Diversity Network.

Retention Specialist

Location:
Lindon, UT
Description:

Job Description Requirements: 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
Company:
Vivint
Industry:
Other
Posted:
December 21 2023 on Professional Diversity Network
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