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For Companies At a Glance
- Tasks: Engage with customers to retain their policies and provide top-notch service.
- Company: Leading financial services provider in the UK with a focus on customer satisfaction.
- Benefits: Competitive salary, performance bonuses, and opportunities for career advancement.
- Why this job: Make a real difference by helping clients stay protected and satisfied.
- Qualifications: Strong communication skills and a knack for customer service.
- Other info: Fast-paced environment with clear targets and growth potential.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial services provider in the United Kingdom seeks experienced Retention Agents to handle customer retention calls. Candidates must demonstrate excellent communication skills, a strong attention to detail, and knowledge in customer service practices.
Responsibilities include:
- Performing outreach to policyholders
- Managing cancellations
- Providing high-quality service to retain clients
The role requires the ability to multitask and operate effectively under pressure. Competitive work environment with clear performance targets.
Policy Retention Specialist employer: Neilson Financial Services Ltd
Contact Detail:
Neilson Financial Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Policy Retention Specialist
✨Tip Number 1
Practice your communication skills! Since the role is all about handling customer retention calls, we suggest you role-play with a friend or family member. This will help you get comfortable with different scenarios and improve your ability to think on your feet.
✨Tip Number 2
Know your stuff! Brush up on customer service practices and retention strategies. We recommend researching common reasons for cancellations and how to address them effectively. This knowledge will give you an edge during your calls.
✨Tip Number 3
Stay organised! Multitasking is key in this role, so create a system that helps you manage your calls and follow-ups efficiently. We can’t stress enough how important it is to keep track of your interactions with policyholders.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows us you're serious about the role and gives you a better chance of standing out in a competitive environment. Don’t miss out!
We think you need these skills to ace Policy Retention Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in customer service and retention. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about customer retention and how you can contribute to our team. Keep it engaging and relevant to the job description.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Neilson Financial Services Ltd
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of customer service practices and retention strategies. Familiarise yourself with common reasons for policy cancellations and think about how you would address these issues effectively.
✨Show Off Your Communication Skills
Since this role heavily relies on communication, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as personable and professional.
✨Demonstrate Attention to Detail
During the interview, highlight your ability to manage multiple tasks without losing focus. Share specific examples from your past experiences where your attention to detail made a difference in retaining clients or resolving issues.
✨Stay Cool Under Pressure
The role requires handling challenging situations, so be prepared to discuss how you've managed stress in previous jobs. Think of scenarios where you successfully navigated high-pressure situations and how you maintained a positive attitude while achieving your targets.
