Retentions Consultant (RE5/FAIS) - Menlo Park

Role Purpose The Retentions Consultant is responsible for retaining customers post-sale by delivering exceptional customer service and implementing effective retention strategies. The role focuses on addressing cancellation requests, policy lapses and missed payments through effective objection handling, empathetic communication and tailored solutions that meet customer needs. Key Responsibilities Contact customers who wish to cancel their policies or have missed payments to understand their co…