Client Retention Specialist

6 days ago

Calgary, Canada Optiom Inc Full time

**Work with Us**

Optiom stands as the trusted leader for replacement insurance across Canada. Because we genuinely care about you and what matters most, our sole focus is keeping you whole when the unexpected happens. Driven by this genuine care, we redefine expectations by delivering the improbable when you need us most.

**Job Title**

Client Retention Specialist

**What is the opportunity?**

**What will you do?**
- Enact strategies to retain policyholders during requests for cancellation.
- Educate clients on the value and benefits of the product to retain cancellation.
- Regularly meet weekly/monthly retention targets.
- Provide knowledgeable responses while addressing customers' inquiries or concerns regarding their coverage.
- Build rapport and maintain positive relationships with customers through effective and empathetic communication.
- Work alongside other departments to provide a complete client experience and to assist with client retention.
- Assist clients with file or coverage updates.
- Accurately and efficiently process file changes.
- Use a high level of attention to detail to process cancellation, endorsements and other data entry.
- Review and action information based on regular reporting.
- Adequately communicate with 3rd party service providers to ensure information is up to date.

**What do you need to succeed?**
- Level 1 General License is an asset.
- 1-2 years of customer service experience.
- Possess a high level of empathy, patience and understanding and the ability to navigate difficult conversations successfully and professionally.
- Excellent verbal communication skills with a clear and confident speaking voice.
- Ability to handle confidential information with integrity and maintain a high level of professionalism.
- Ability to work well under pressure and adapt to changing priorities in a fast-paced environment.
- Demonstrate a comfortable and confident demeanor when interacting with both clients and co-workers.
- Display and carry positive energy with the ability to work within a team-based environment.
- Bilingual skills are an asset.
- Sales or customer retention experience is an asset.
- Open to working evenings and weekends.

**Job Summary**

**City**:
Calgary, AB or Langley, BC

**Work hours/week**:
37.5 hours

**Employment Type**:
1 Year Fixed-term Contract

**Department**:
Client Care

**Posted Date**:
2025-04-24

**Application Deadline**:
2025-05-08

**Inclusion and Equal Opportunity Employment**

**Working Conditions**

Environment: In office.

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

Pay: From $55,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
- Wellness program
- Work from home

Work Location: Hybrid remote in Calgary, AB T2P 0H7

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