Customer Retention Manager manages all customer retention activities. Takes initiatives in customer satisfaction via process improvement plans and efficient reporting and flow of information. Being a Customer Retention Manager maintains industry relationships and develops budgets and controls costs. Responsible for leading a team of retention members. Additionally, Customer Retention Manager requires a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Customer Retention Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Customer Retention Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
In this role the candidate will initiate a callout to potential accountholders that are eligible for a Total Control Account (TCA). TCA's are financial accounts, that are similar to checking/saving accounts, and are interest bearing. Those that are eligible to receive a TCA are a recipient of a lump sum payout with our client, which could be from Life Insurance Policy or Retirement account. Customers have often recently lost someone close to them, a level of empathy is needed while maintaining an upbeat delivery. Associates must rely on instructions and pre-established guidelines to perform the functions of the job. Below are some common topics associates can expect to discuss with our potential customers:
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Job Type: Full-time
Salary: $19.00 - $20.00 per hour
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Work Location: In person
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