The Policy Conservation Department (PCD) Advisor plays a vital role in business retention and operational support by maintaining records and actively working to conserve at-risk policies. In addition to daily departmental administration, this role directly contributes to customer retention by engaging with policyholders, reinforcing the core value of their coverage, and presenting tailored solutions to preserve policies and prevent cancellations. This is a fully remote position.

Key Responsabilities

• Client Retention & Value Building: Proactively engage with policyholders at risk of cancellation or lapse to understand their circumstances, articulate the core value and long-term benefits of their coverage, and address client concerns.

• Solution Delivery: Identify appropriate policy modifications, payment adjustments, or restructuring options to deliver viable, client-centric solutions that secure policy retention.

• Record Maintenance & Data Integrity: Maintain departmental records, conservation trackers, and account documentation with high accuracy and timeliness.

• Quality Assurance & Compliance: Adhere strictly to all insurance regulatory guidelines, privacy standards and departmental quality assurance protocols.

Qualifications and Requirements

• Education: High school diploma or equivalent required.

• Experience: Minimum of two (2) years of administrative, customer service, or client-retention experience.

• Industry Knowledge: Prior experience in insurance, financial services, or a retention-focused contact center environment strongly preferred.

• Retention & Problem Solving: Demonstrated ability to communicate value, handle client objections empathetically, and apply problem-solving techniques to retain business.

• Technical Skills: Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), Google Workspace (Sheets, Docs), and collaboration tools such as Slack.

• Communication Skills: Strong verbal and written communication, active listening, negotiation, and interpersonal skills.

• Organizational Abilities: Proven organizational skills, high attention to detail, and ability to prioritize and multitask in a fast-paced environment.

• Remote Work Capability: Demonstrated ability to maintain strict confidentiality, exercise discretion, and work independently in a fully remote home-office environment.

What we offer

• Join us for a meaningful professional path where your development is valued and supported. Our compensation package is tailored to recognize your experience, performance, and preferred collaboration style.

• Experience peace of mind with comprehensive private medical insurance and enjoy the added convenience of meal tickets to fuel your workdays. Stay active and healthy with a monthly gym subscription covered by us.

• As a testament to our appreciation for your loyalty, we offer additional vacation days to reward your long-term commitment.

• Work alongside international experts and become part of a dynamic, passionate team dedicated to technological excellence.