Role OverviewThe Special Projects & Retention Specialist is responsible for executing targeted sales, benefit activation, enrollment, and retention initiatives to support revenue generation and protect existing business.
What You Will Do
Execute assigned sales and retention projects, conduct benefit reviews, educate individuals on available products, benefits, and enrollment opportunities, and maintain consistent follow-up with assigned opportunities.
Why It Might Be a Fit
This role requires strong verbal and written communication skills, customer service and relationship-building skills, and the ability to manage multiple opportunities and priorities at one time.
Requirements
- High school diploma or equivalent
- Strong verbal and written communication skills
- Strong customer service and relationship-building skills
- Excellent organization, follow-up, and attention to detail
- Comfortable working toward measurable sales, enrollment, and retention goals
- Ability to manage multiple opportunities and priorities at one time
- Basic proficiency with Microsoft Office, CRM systems, or similar technology
- Ability to learn new products, benefits, systems, and processes quickly
- Must obtain and maintain an active Health and Life insurance license within the first 60 days of employment
Benefits
- PTO
- Medical
- Dental
- Vision
- Retirement savings
- Disability insurance
- Life insurance
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