
Customer Service – Retention Specialist
Posted Nov 2

Posted Nov 2
This is a fully remote position, open to applicants in Mexico, +5 more countries.
• Address customer inquiries through phone, email, and SMS, providing clear and precise information along with timely follow-up.
• Investigate customer complaints, work with operations to find solutions, and keep customers updated until the issue is resolved.
• Follow up with at-risk customers, understand their concerns, and articulate suitable options in line with company policies.
• Manage discussions related to renewals, re-enrolments, and approved win-back initiatives.
• Ensure accurate CRM documentation, follow-up commitments, and reasons for cancellations or non-renewals are maintained.
• Escalate requests for refunds, credits, or policy exceptions for approval while respecting customers' decisions.
• Report recurring service challenges and identify opportunities to enhance customer satisfaction and retention.
• Collaborate during Toronto/Eastern evening and weekend coverage.
• Achieve quality, timeliness, customer satisfaction, renewal, retention, and follow-through objectives.
• Experience in customer service, preferably in renewals, retention, or complaint resolution.
• Proficient spoken and written English skills.
• Confidence in managing customer conversations over the phone.
• Demonstrated empathy and sound judgment.
• Ability to clearly explain options in high-pressure situations.
• Strong organizational skills and attention to detail.
• Familiarity with maintaining CRM or support-system records.
• Proven record of individual actions and results, distinguishing personal contributions from team outcomes.
• A reliable remote working setup.
• Availability to adhere to the agreed customer service schedule.
• Submission of a résumé along with responses to application questions that include specific examples of personal work.
• Completion of the Culture Index survey.
• Completion of the English Criteria GAME assessment.
• Ensure both assessments are completed using the same name and email as used in the application.
• Performance-based retention bonuses.
• Remote work opportunities within Latin America.
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