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1

retention specialist

  • Retain lines of business on a customer account .
  • Retain customers who call to cancel all services .
  • Pitch benefits to customers to add cable , internet , home phone , cell phone and home security to their existing service plan . 
  • Resolve technical issues for cable , home internet , WiFi , home phone and equipment malfunctions.
  • Resolve billing matters .
  • Take payments . 
  • De-escalate irate customers.
2

retention specialist/insurance agent (p.c.a.)

  • Retain policyholders through an analysis of insurance coverage, price, and customer needs suggesting additions or changes
  • Resolve customer disputes through special company initiatives designed to promote an excellent customer experience
  • Select company that offers type of coverage requested by client to underwrite policy as well as other endorsements (i.e. change in vehicles, drivers, beneficiaries, etc.)
  • Sell various types of insurance policies to individuals on behalf of insurance companies.
3

retention specialist

  • Inbound role dealing with customers wanting to drop their private health insurance or leave to another provider
  • Ensuring there is high a level of customer service that is being adhered to each and every call
  • Advising customers of the benefits of having private health insurance and Bupa
  • Doing on the spot comparisons with other funds 
  • Finding products that suit customers needs through needs based analysis and relaying those benefits back to them to convince customers to stay with Bupa
  • Meeting and exceeding the expectation of targets
4

retention specialist

  • Answered phones in the call center and answered Customer questions pertaining to their accounts
  • Sold new and upgraded services to customers
  • Assisted Customers with troubleshoot TV equipment services
  • Set up TV, Internet and Phone services 
  • Scheduled appointments with the Customers for Technician service calls
  • Maintained high ratings on surveys taken by my Customers
5

retention specialist

  • Retain customers who want to cancel their account.
  • Resolve technical issues with cell phones , tablets , and other communication devices .
  • Sell add ons from cell phones , tablets , WiFi hotspots , home phones , insurance and accessories.
  • De-escalate irate customers. 
  • Activate new equipment . 
  • Take payments and set up payment arrangements . 
  • Resolve billing issues .