Insurance Retention Call Specialist

$2-8 USD / hour

Closed

Posted about 1 month ago

$2-8 USD / hour

I run a Florida-based personal-lines insurance agency and need a specialist who can keep our book solid while creating fresh opportunities. The seat is on the phones—primarily outbound—reaching current and former policyholders to: • reduce cancellations before they happen • generate additional business through cross-sell or upsell conversations • assist customers with coverage changes and billing questions To succeed you must bring all three of the following: • hands-on insurance industry know-how • strong customer service instincts • a sales-and-retention mindset that turns every call into value You will work from a curated dialing list, document each contact in our CRM, and hit daily targets for save rates and new premium generated. Polished English, an empathetic tone, and the ability to explain coverage options in plain language are essential. If you have the skills and are ready to help us keep more clients while boosting revenue, I’m eager to hear how you would approach the first week on the phones.

Project ID: 40381635

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5 proposals

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Active 21 secs ago

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5 freelancers are bidding on average $14 USD/hour for this job

@mahmood29

Hi, I can help you retain clients, reduce cancellations, and grow premium through high-quality outbound conversations. My approach for Week 1: • Review your scripts, CRM, and policy types to align messaging • Segment the dialing list (at-risk renewals, lapsed clients, cross-sell opportunities) • Start proactive outreach focused on retention first, then upsell/cross-sell • Use clear, simple language to explain coverage and handle objections • Log detailed notes and track save rates + opportunities in CRM daily • Share quick feedback on common objections and script improvements I bring strong phone communication, customer-first mindset, and sales focus—ready to turn every call into value while protecting your book

$4 USD in 40 days

5.0

(3 reviews)

2.5

@Qad33rM3hdi

Yes! You are on the right bid. I have read all project details and descriptions regarding Insurance Retention Call Specialist I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!

$50 USD in 32 days

5.0

(2 reviews)

1.3

@swatijain5558

Hello there, I am thrilled to offer my expertise as a specialist to support your Florida-based personal-lines insurance agency. With a focus on outbound calls, my goal is to reduce cancellations, drive cross-sell opportunities, and provide exceptional customer service. I bring hands-on industry knowledge, strong customer service skills, and a sales-and-retention mindset to maximize every interaction. I am ready to hit daily targets, maintain detailed records in your CRM system, and contribute to the growth of your business. I am eager to discuss how I can make a positive impact in the first week on the phones. Regards, CA. Swati Jain, CPA | Indian CA & CS

$5 USD in 43 days

0.0

(0 reviews)

0.0

@howtoteach7

Hello there! I’m Iftikhar, a customer-focused Virtual Assistant with hands-on experience in outbound calling, client retention, and handling service inquiries. While supporting service-based businesses, I’ve helped reduce churn by proactively reaching out to clients, addressing concerns early, and identifying upsell opportunities through value-driven conversations. My approach in the first week: I’d start by understanding your policies, common cancellation triggers, and CRM workflow. Then I’d review call scripts (or refine them), segment the dialing list (at-risk vs. upsell potential), and begin structured outreach. My focus would be on building trust, simplifying coverage explanations, and positioning upgrades as solutions, not sales. I document every interaction clearly, track patterns, and continuously improve based on results. You can expect a professional tone, consistency, and a strong retention-first mindset. I’m ready to contribute immediately and help strengthen both client loyalty and revenue. Best regards, Iftikhar

$2.22 USD in 40 days

0.0

(0 reviews)

0.0

@mskatoch17

Having built my career over the past 8+ years working in KPO/BPO sector, I assure you a competent, professional approach. My experience has given me the ability to handle customer interactions effectively and efficiently; be it through calls, chats or emails. One crucial skill that I've acquired is my knack for delivering excellent customer services even in high-stress scenarios. I believe this proficiency aligns perfectly with your need to both mitigate cancellations before they occur and make upsell opportunities feel like value-added conversations. I completely understand the importance of providing customers with accurate information about coverage changes and billing questions, as well as the need to explain difficult concepts in plain language. My dedication to maintaining an empathetic tone throughout any type of customer interaction ensures that they feel comfortable and understood at all times. Finally, my fluency in polished English will aid us in a smooth transition into your insurance agency's operations while meeting both daily targets for save rates and new premium generated all whilst documenting each contact flawlessly via your CRM system. Together, I believe we can accomplish great things for your Florida-based insurance agency by keeping more clients while simultaneously boosting revenue!

$8 USD in 20 days