Retention Associate - Remote

Overview

The Retention Associate plays a crucial role in maintaining client accounts and ensuring seamless operations in a fast-growing InsurTech company.

In Short

• Manage billing queries and connect with clients for payments.
• Assist broker teams with cancellations and billing support.
• Triage incoming emails and voicemails for operational flow.
• Review billing contract data for compliance.
• Recommend process improvements for customer journey.
• Monitor alerts and schedule client messaging.

Requirements

• Valid RIBO license required.
• 1+ year experience in administrative tasks or operational workflows.
• Strong client-first mindset.
• Excellent communication skills.
• Attention to detail and ability to multitask.
• Team player with a collaborative spirit.
• Comfortable with digital tools like Google Workspace and Slack.

Benefits

• Opportunity to work in a fast-growing company.
• Collaborative and innovative work environment.
• Impactful role in a customer-focused team.