Customer Preservation Consultant
CurrentCustomer Preservation Consultant - Primarily handles inbound calls from customers seeking to cancel their policy. Additionally, Preservation Consultants handle inbound calls from existing and prospective customers. Consultants identify customers' insurance needs and resolve problems by educating and answering questions from customers regarding coverages, rates, and billing issues. Consultants provide policy reviews (general or in-depth), recommending tailored packages of coverages, and by selling the benefits of remaining, or becoming a Progressive customer. • Builds trust by understanding the unique needs of our customers, and resolving those needs effectively and efficiently• Helps customers with insurance needs like adding/deleting vehicles and drivers from policies, or processing renewals, cancellations, reinstatements, and payments• Educates customers on our insurance products and services while cross selling additional Progressive products• Remains flexible and stays current on products, services and procedures in order to better meet the needs of the customer• Uses software applications (Policy Pro, FAO, and DAQ) to track and gather information and answer inquires• Utilizes different approaches to retain existing customers or close the sale• Builds, maintains and repairs customer relationships that inspire trust• Assists consumers who started a quote online • Handles inquires or transactions for multiple lines of business