Retention Agent

Neilson Financial Services provides the UK markets with innovative, customer-focused, life insurance products. With our comprehensive, affordable policies, we make a difference in people’s lives by giving them certainty about caring for others: we are there for them when they can’t be there for their loved ones.

We are looking for an experienced Retention Agent with excellent verbal communication skills and experience in handling both inbound and outbound calls. The successful candidate will have excellent attention to detail, be creative and solution focused; delivering high standards of service that NFS both expects and takes pride in. The ability to project the organisation’s professional image through excellent verbal communication, the Retention Agent will deal with a wide range of customer issues. The role will involve proposing appropriate solutions to retain NFS customers through outstanding service.

In this role you will:

• Perform calls to policyholders who have missed payments and make payment arrangements where required.
• Discuss, agree and arrange various client requests such as payment arrangements, sending policy details etc.
• Handle customer complaints that may arise on a retention call, escalating to complaints team where necessary.
• Record required call notes in relation to any work items handled, policy and/or payment changes to ensure the interaction is recorded accurately for business records.
• Provide clients with correct and accurate information.
• Respond to customer requests to cancel their policy and address any concerns they may have, sell policy benefits and use available retention tools to retain the customer as a policy holder.
• Meet expected individual targets and contribute to business and team targets ensuring all customer service, sales and cancellation queries are handled in a professional, results driven manner.
• Follow and apply quality assurance guidelines and compliance rules to all retention activities.
• Observe and provide general updates to management team around trends in relation to the reasons for customer cancellation.
• Learn and apply coaching and feedback from your manager to assist in meeting KPIs and expectations within the role.
• Communicate effectively and professionally with other departments such as Service, Claims and Sales.
• Keep up to date with any changes relating to Company Policies, processes and procedures.
• Log service desk requests with manager when experiencing system issues.
• Report any alleged agent misconduct and/or customer complaints to manager.
• Managing customer requests effectively and efficiently.
• Managing the delivery of customer correspondence within agreed company frameworks, timescales and deadlines.

For you application to be considered you will need:

• Excellent communication, interpersonal skills with a demonstrated ability to correspond both verbally and written to exceptionally high standards
• High level of attention to detail!
• Knowledge of practices and procedures in a retention related environment
• A hands on, common sense approach to day to day work related matters
• Ability to operate well under pressure and within deadlines
• Ability to multitask effectively whilst maintaining a high level of quality and service
• Intermediate computer skills (Microsoft office)

What's in it for you:

• A competitive starting salary of £27,500 plus commission 
• Exceptional training – giving you all the tools to succeed throughout your NFS career!
• Option of hybrid working after 3 months
• Amazing bunch of people that genuinely want to support you and celebrate your wins!
• Incentives & rewards .. Amazon & Love to Shop vouchers, Go Pros camera, TVs, Pizzas, Echo Dot, Apple Watch, Sonos speaker and iPad to name a few.
• We work hard but we know how to have fun too; we have regular theme days and charity events for all to enjoy.
• Fancy a morning brew? We have that covered! Tea, coffee and milk provided!
• Life Assurance from day 1 so you are protected too
• Employee Assistance Programme to help and support with life stuff!
• We have plenty of local discounts for coffee outlets, restaurants, cinemas and gyms and more
• Free fruit, Flu Vaccinations, Cycle to work scheme, Eye Test/Glasses Vouchers, looking after your wellbeing!
• Enhanced Maternity and Paternity pay
• Pension & 23 days holiday