Retention Specialist

Retention Specialist Costa Mesa, CA Job Details Full-time $44,000 - $47,000 a year 21 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Flexible schedule Qualifications Record keeping Spanish Teamwork Customer retention Regulatory compliance English Customer inquiry handling Adaptability CRM system proficiency Full Job Description

UNCAPPED

performance-driven bonuses! We're seeking a dynamic candidate with experience in customer engagement and retention. This role involves strengthening relationships with current clients, addressing concerns to prevent cancellations, and supporting clients on their financial journey. Ideal candidates are motivated, coachable, and skilled in communication and customer service.

Responsibilities:

• Build rapport with clients, address inquiries, and promote satisfaction
• Proactively prevent cancellations
• Navigate challenging conversations
• Ensure compliance with industry regulations
• Maintain records via

CRM Qualifications:

• Sales or customer service experience
• CRM proficiency
• Strong record-keeping and compliance skills
• Adaptability and teamwork
• Professional under stress
• Fluent in

English and Spanish Benefits:

• Dental, health, vision insurance
• 401(k)
• Paid time off
• Flexible schedule
• Full-time, 8-hour day shifts (Mon-Fri), in person

Job Type:

Full-time Pay:

$44,000.00 - $47,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person