Retention Specialist

Canada Protection Plan

An great opportunity to join a growing company within our sales call center team.

Are you looking to be part of a continually growing and dynamic company that is a leader in the life insurance industry? Canada Protection Plan is a Canadian owned and operated corporation that designs, markets and sells life insurance and related products with simplified underwriting processes that require no medical exams on many of our plans
Would you like to make a difference with the customers we serve? We are driven to excel, and our employees reflect this passion. Our company values include shared collaboration, career development and a friendly and open work environment. Canada Protection Plan offers this and more.
Our strength is a family culture characterized by particular care and respect for employees. We connect with our employees in significant and meaningful ways, including (but not limited to):
  • An orientation to physical, mental, and financial wellness in the workplace
  • Employee development
  • Performance management program which connects goal setting, coaching, formal performance reviews and the allocation of base salary and bonus rewards
  • Company-paid benefit plan with a health care spending account (HCSA) as well as an RRSP and DPSP program where the company matches employee contributions
  • One paid volunteer day per year to engage in a charitable cause of choice
  • Casual dress code policy
Job Description:
The Loyalty and Retention Specialist will support our team of Licensed Insurance Advisors. This role will also focus on conserving existing policies, processing any retention related inquiries and identifying cross/up-sell opportunities for our sales team.
Duties will include:
  • Focus on conservation of existing policies---contact clients regarding premium overdue notices, NSFs, lapsed policies and cancellations
  • Accurate and timely processing of retention inquiries (inbound calls, mail and emails)
  • Identify cross-sell and up-sell opportunities and provide the information to sales team
  • Provide reporting, maintaining records, track successful retention
  • Provide front-line exceptional service and problem resolution to call center clients
  • Excellent phone communication skills
  • Customer service oriented and sales driven
  • Life insurance sales experience or life insurance sales support experience is a must
  • A valid Ontario LLQP certification is an asset
  • Team player with a positive attitude
  • Strong ability to handle multi-tasks
  • Problem solving ability
  • Familiarity with MS Office (Outlook, Word, and Excel)
  • Bilingual in French and English (written and verbal) is consider an asset
  • Additional duties as required
At Canada Protection Plan, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.  We are dedicated to building a diverse workforce and we are an equal opportunity employer.
If you require an accommodation, Canada Protection Plan will provide reasonable accommodations, accessible formats and communication supports upon request to all candidates with disabilities who take part in all aspects of the recruitment and selection process.