Retention Specialist Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the retention specialist job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

O Powlowski

Ozella

Powlowski

36802 Drew Estates

Houston

+1 (555) 610 3945

36802 Drew Estates

Houston

Phone

p +1 (555) 610 3945

Experience Experience

Houston, TX

Retention Specialist

Houston, TX

Langworth-Littel

Houston, TX

Retention Specialist

Co-facilitate with Assistant Director the Pathways for Academic Success Seminar (PASS) program, which is provided to students on academic probation
Work assigned queues and reports
Develop curriculum for Supplemental Instruction for AAC Arrive students
Manage the database for academic programs and services in Student Access
Recruit, hire, train, and evaluate student staff, including tutor coordinators and tutors under College Reading and Learning Association (CRLA) Guidelines and Supplemental Instruction (SI) Leaders
Empathizes and acknowledges customer to create trust and partnership
Consistently meets departmental standards set for Key Performance Indicators such as Service Quality, Schedule Adherence, Conformance, Attendance, and Phone Productivity

Chicago, IL

Customer Retention Specialist

Chicago, IL

Erdman, Becker and Ruecker

Chicago, IL

Customer Retention Specialist

Work closely with the Sales, Service and Installation Team Managers to develop a resolution plan
Help prepare a monthly customer retention/churn report for management, provide analysis of trends and forecasting future performances
Plan and execute owner events- developing more creative events
A work-from-home policy 1 day per week, a good work-life balance is important to us
Attain minimal levels of sales revenue performance based on existing tenure-based goals
Provide options, quotations and respond to queries to help drive Insurance sales
Providing the best solution to the client to prevent them from cancelling their agreement

present

Houston, TX

Proactive Retention Specialist

Houston, TX

Ortiz-Brekke

present

Houston, TX

Proactive Retention Specialist

present

Fully committed to change and continuous process improvement
Develop and maintain up-to-date knowledge of the company’s current promotions, products and technology necessary to meet or exceed Retention goals
This can be a Work from Home Opportunity (once training is completed)
Proactively identify issues, report on client concerns, process gaps and identify ways to improve service
Strong analytical and problem solving abilities
Hours: Monday to Friday rotating between hours of 9-5pm, 10-6pm or 12-8pm EST
Document calls and outcomes using various Manulife Bank systems

Education Education

Bachelor’s Degree in Professionalism

University of California, Irvine

Bachelor’s Degree in Professionalism

Skills Skills

Ability to project a professional image over the phone through excellent phone etiquette
Strong attention to detail
Strong attention to detail, time management and decision-making skills
Solid math skills
Ability to work independently and in a team environment
Excellent written and verbal communication skills
Ability to handle multiple tasks in a fast-paced environment while meeting expectations
Great work-life balance, community involvement, team engagement events, on-site gym…etc
Thorough knowledge of MS-Office Suite (Word, Excel, PowerPoint, Access, Sharepoint)
Ability to promote and offer program features and benefits to incoming calls

Create a Resume in Minutes

15 Retention Specialist resume templates

Read our complete resume writing guides

Pcf-mortgage Retention Specialist Resume Examples & Samples

Previous proven mortgage sales experience is required
Knowledge of PCF Mortgage products and policies is preferred
Mortgage underwriting experience would be an asset
Must be a strong team player
An ability to maintain an awareness of external competitive factors
Strong objection handling skills

Team Member Retention Specialist Resume Examples & Samples

2 years minimum experience working in a Human Resources or employee relations capacity
Knowledge of local, state, and federal employment and labor laws
Expert proficiency is Microsoft Office (PowerPoint, Excel, and Word) and CRM systems
Ability to handle sensitive and confidential matters
Excellent service focus and report-building skills
Customer advocacy with unyielding focus on delivering amazing Team Member experiences with a passion for building programs that lead to engaged long-term Team Member relations
Talk and hear
Use hands to finger, handle or feel
Effectively communicate and interact with others
Use reasoning and solve problems through deduction
Extensive expertise and management in collecting, organizing, interpreting, and reporting data

Expression of Interest Retention Specialist Resume Examples & Samples

Previous tele-sales experience
Excellent written and verbal communication skills
The ability to build rapport, utilise negotiation and influencing skills in customer interactions in order to retain at risk customers
Financial services experience
Previous customer retention experience

Business Services Retention Specialist Resume Examples & Samples

Works to retain existing customer base by using active listening,
Meets or exceeds budgeted retention goals for all product lines
Communicates competitive offers to customers
Demonstrates proficiency in explaining technical issues of all product

Retention Specialist Resume Examples & Samples

Handles incoming calls from customers regarding subscription status, renewal, cancellation with an objective to maximize subscriber retention
Responsible for up-selling and/or cross-selling of premium and/or multi-year service packages
Responsible for utilizing a sales-through-service approach in retaining customers wishing to cancel services
Offers and educates on the benefits of products and services and explains how the recommendation will add value to the customer
Builds appropriate rapport with customers and clients
Uses common courtesy to achieve customer loyalty
Empathizes and acknowledges customer to create trust and partnership
Possesses ability to effectively diffuse high tension situations
Logs and updates customer information in required applications
Consistently meets departmental standards set for Key Performance Indicators such as Service Quality, Schedule Adherence, Conformance, Attendance, and Phone Productivity
Meets established goals for revenue generation activities such as conversion rate, contact rate, etc
Flexible and willing to work on additional assignments/department initiatives as needed
Attends additional training as needed to support evolving business needs
1 – 2 years customer service experience, preferably in a contact center environment
High school diploma or GED
Ability to promote and offer program features and benefits to incoming calls
Interpersonal skills and ability to interact and work with employees at all levels
Ability to work independently and in a team environment
Ability to project a professional image over the phone through excellent phone etiquette
Must be fluent in English with excellent written and verbal communication skills
Strong attention to detail, time management and decision-making skills
Commitment to “internal client” and customer service principles
Ability to handle multiple tasks in a fast-paced environment while meeting expectations
Willingness to take initiative and to follow through on projects
Ability to work flexible schedule as business needs dictate
Must have legal right to work in the U.S
Thorough knowledge of MS-Office Suite (Word, Excel, PowerPoint, Access, Sharepoint)
Strong computer skills and minimum of 30 wpm computer skills is required
Solid math skills

Document Retention Specialist Resume Examples & Samples

College Degree preferred
Must be familiar with Windows software, proficient in data entry for accuracy and speed (attention to detail important), proficient in using multiple dropdown menus in Windows type programs
Work independently with periodic supervision and direction
Provide written and verbal project statuses when required

Retention Specialist Resume Examples & Samples

Under limited supervision, answers inbound and/or makes outbound calls to probe for root cause of the customer’s situation and negotiate creative solutions to allow the customer to redeem or retain their vehicle. (ie. educate customers on reinstatement and sale processes, facilitate reinstatements/redemptions, coordinate buy-backs or trade-in’s, alternate financing solutions, extensions, etc..) Position could require additional specialty call types as volume dictates
Complete account research and follow up through vendor websites, company systems and repossession/remarketing documentation to determine next action steps and verify services completed
Complete vehicle releases through the review of repossession and remarketing documentation) and, obtain, verify and retain requirements for reinstatement/redemption)
Resolve elevated issues pertaining to customer concerns including research with CarMax Stores, outside vendors and third parties as it pertains to the reinstatement, redemption or return of a vehicle
Processing payments and account adjustments in accordance with company policies. (ex: offering payment extensions, assessing repossession/remarketing related fees)
Accurately annotate accounts in company database to document interactions with the customer, CarMax Stores, vendors, and third parties
Work assigned queues and reports
Work with other departments/personnel where necessary to resolve customer and account issues. (ex: CAF internal departments and CarMax store personnel)
Understand and adhere to company policies and procedures, including collection policies and laws
Report statistics and collection performance. (manual tracking of reports)
Maintain positive working relationships with vendors, CarMax store personnel and third parties
Perform above functions within department expectations/metrics
Special projects and duties as assigned
Ability to identify root causes and bring issues to closure
Strong attention to detail
Ability to accurately implement process change
Ability to multi-task in a high energy and fast-pace work environment
Effectively handle stressful interactions
Strong problem solving and creative negotiation skills
Ability to effectively manage time and meet deadlines
Demonstrate adaptability and flexibility by embracing change
Ability to work in a team environment
Execute basic computer and typing skills
Speak and listen effectively in working with customers, vendors, third parties, and CarMax stores
Exceptional customer service skills
Work a flexible schedule to include evenings, weekends and holidays

Retention Specialist Resume Examples & Samples

Answers inbound and/or makes outbound calls to probe for root cause of the customer’s situation and negotiate creative solutions to allow the customer to redeem or retain their vehicle. (ie. educate customers on reinstatement and sale processes, facilitate reinstatements/redemptions, coordinate buy-backs or trade-in’s, alternate financing solutions, extensions, etc..). Position could require additional specialty call types as volume dictates
Identify root causes and bring issues to closure
Basic working knowledge of Microsoft Word and Excel
High School diploma/GED
Six months related experience/training
Intermediate math skills

Small Business Retention Specialist Resume Examples & Samples

Work in team oriented environment and work well with other departments
Deal effectively with stress of fast-paced call center environment
Prioritize and organize effectively
Use personal computer and software applications (i.e. MS Office Suite, Windstream CRMs etc.)
Wear telephone headset
Work independently as well as follow direction set forth by management
Read, write and speak the English language to communicate with employees, customers, vendors, both on the phone and by written communications in a clear, straight-forward, and professional manner
Knowledge and ability to use the following office equipment: computer, telephone, copier, eFax
Work on projects outside of standard call center support while multi-tasking when necessary
6 months of customer service/sales experience

Customer Retention Specialist Resume Examples & Samples

Contact and identify the reasons the customer has indicated they no longer desire or need ADT’s services
Reassure the customer that we will work diligently to resolve outstanding issues
Coordinate sales and operational efforts to resolve problems, while updating the customer on progress towards a resolution
Work closely with the Sales, Service and Installation Team Managers to develop a resolution plan
Document and track progression and results of saving or reinstating customer accounts
Inform sales representatives of latest sales policies, techniques, pricing, equipment and technology
Attend periodic sales, service, and installation meetings to provide relevant feedback on the causes of customer dissatisfaction and problems to help the local management team improve processes and proactively minimize the causes of customer related problems
Follow company policies and procedures while executing day to day functions
Minimum of one year customer service experience
Flexible Style (do whatever it takes approach)
Aptitude for problem solving; ability to determine solutions for customers
Microsoft Office experience (basic /intermediate level; Email, Excel, Word)

Customer Retention Specialist Resume Examples & Samples

Answer inbound calls from consumers or small to large business
Contact and identify the reasons the customer has indicated they no longer desire or need the service
Utilize all product knowledge and documentation to provide customers with product recommendations appropriate to solve their issue
Create new accounts for customers calling for the first time
Collect key information from customers that call in. Data entry will also be necessary to compile quotes, orders, and related reporting tools
Attain minimal levels of sales revenue performance based on existing tenure-based goals
Generate incremental revenue for client partners
Ability to field high stress calls while providing an exceptional customer service experience
Knowledge of CRM or Salesforce tools preferred

Customer Retention Specialist Resume Examples & Samples

Receiving calls from existing clients wishing to cancel their agreement
Providing the best solution to the client to prevent them from cancelling their agreement
Accurately updating client agreements, accounts, paperwork and the CRM system in a timely manner
Achieving monthly targets & KPI’s
Manage pipeline and cancellation requests within specified SLA’s
Confident communicator who is able to quickly build relationships over the telephone
Natural solution finder who thrives on resolving problems
Target driven with the mentality to exceed expectations
Enjoys working as part of a team
Experience gained working in a fast paced environment
Knowledge of Full Leasing / Rental & Purchase Portfolio within UK & ROI Retentions Team
Desirable
Experience working within retentions / handling complaints
Customer service qualification

Customer Retention Specialist Resume Examples & Samples

Prior experience with SF.com preferred
Prior experience working in a customer service role, handling escalations and customer retention
Prior experience handling cancellations and credit requests
Prior sales and negotiation experience are ideal
Ability to effectively present ad demonstrate solutions
Demonstrated computer knowledge (Internet and Microsoft Office -Word, Excel and Outlook)
Demonstrated organizational skills with ability to effectively manage multiple projects

Customer Retention Specialist Resume Examples & Samples

Making outbound calls on existing policies to collect premium payments to activate coverage
Record information updating the outcome of the call
Work in the database to record banking information
Explain benefits and provide excellent customer service
Maintain the policies and procedures of the department
Other projects/duties as assigned
Demonstrate math aptitude
Some medical terminology preferred
Proficient PC skills with an emphasis in Microsoft Excel
Ability to analyze information and make logical conclusions
Must have excellent organizational skills and the ability to multi-task
Ability to work in a fast-paced environment and work well under pressure
Must be customer friendly
Must have the desire to learn new tasks and take on additional responsibilities
High school diploma or equivalent. Some college preferred
Some insurance experience preferred

Document Retention Specialist Resume Examples & Samples

Prepare various documents for scanning
Ensure documents are properly indexed into document retention software (Optima) based on established procedures
Ensure timely delivery of prepared documents to the corporate image department
Perform quality review to ensure documentation meets quality standards
Perform Optima corrections as needed
Distribute mail to appropriate operational staff
Prepare scanned loan packets for document retention
File documents retained in loan operations possession
Monitor and destroy paid out documentation per departmental procedures

Inbound Customer Retention Specialist Resume Examples & Samples

Fluency in written and spoken English
Minimum of 6 month’s customer service experience in any sector
A strong sense of humour is required
Professional verbal and written communication skills
Technical aptitude – Confident computer user
Excellent judgment and decision-making skills

Customer Retention Specialist Resume Examples & Samples

Handle Business Services inbound inquires, using professional, proactive customer service and call control techniques
Retain Business class customer relationships and services of those customers who are requesting to reduce or terminate services by reselling uses of said services
Promote positive customer relations by effectively communicating with customers
Access customer databases and other reference materials to locate customer records and efficiently resolve customer issues
Update customer records and document call, action taken and any follow-up required
Adhere to work schedule
Assist team members in resolving customer inquiries
Research escalated account inquiries and provide appropriate action
High school diploma or GED equivalent
Skill in using a Windows-based computer and sending/receiving email
Keyboarding skills
Good command of the English language along with good communication skills
Ability to take ownership and initiative to address customer needs
Knowledge of basic mathematics and billing systems (ICOMs experience preferred)
Demonstrated mentoring skills, as evidenced by helping less experienced workers successfully perform their jobs
Demonstrated skill in resolving the complex customer issues and escalations
Commercial Billing support
Troubleshooting Phone and or internet technical issues

Temporary Agdirect Document Retention Specialist Closing Date Resume Examples & Samples

Scan and index AgDirect loan and lease documentation
Directly responsible for labeling documents for an automated nightly upload of documents into DocuClick
Index all miscellaneous customer correspondence including compliance letters, purchase orders, entity documents, etc. Assure all documentation is accurately attached to the customer record
Accountable for timely and efficient service to all dealers/customers, prospects and teammates
Monitor return of all original documents
Generate a bi- weekly report to determine dealerships that have outstanding original documents
Effectively communicate with dealers, customers, and internal team members to assure return of original documents while maintaining or enhancing the customer experience
Utilize Excel to track collection of original documents and to determine if/when a customer must be informed of possible lost documents
Send out appropriate letter when determination is made that documents are lost
Adhere to the requirements for retention and filing of AgDirect Loan and Lease documentation
Possess thorough understanding of the company electronic and paper filing systems and be able to retrieve documents from electronic and paper files as needed
Mail Distribution
Open and distribute all AgDirect mail
Determine the status of all received documents and check documents in using AgDirect AgriLytics
Contact customers and send out change of address forms as needed
General Responsibilities
Establish and maintain continual process improvements to increase the effectiveness and functionality of the AgDirect system. Help prioritize, implement recommended enhancements, changes and upgrades
Establish, develop, and maintain strong customer relationships by providing a consistent quality service that is timely, thorough, and responsive to the needs of the dealer/customer. This includes written correspondence and electronic communication with teammates. The individual takes ownership of the problem until resolved to the customer's satisfaction, which may include involving other team members
Provide support and other functional responsibilities as assigned to enhance team results and goals
Work together with other team members to prioritize and accomplish the goals of the AgDirect Team
Performs other related duties as assigned and participates in an attitude of teamwork within the company

Proactive Retention Specialist, Manulife Bank Resume Examples & Samples

Who have an upcoming renewal on a mortgage or Sub-account and encourage them to complete the renewal agreement and send it in
Who have been identified as a risk to leave Manulife Bank, assess their account usage and customer experience in an effort to explain the product features and benefits as well as make relevant offers to retain that client such as setting up a Sub-account or additional mortgage portion, direct deposit etc
Review each client situation and recommend best approach for client to follow based on their financial need
Support our Retention Strategy in building long lasting relationships
Ability to work in a performance base environment with a proven track record of meeting target
Promptly respond and resolve inquiries from customers, via phone or email
Develop and maintain up-to-date knowledge of the company’s current promotions, products and technology necessary to meet or exceed Retention goals
Document calls and outcomes using various Manulife Bank systems
Proactively identify issues, report on client concerns, process gaps and identify ways to improve service
Candidate is expected to have current knowledge of the Mortgage Industry and keep current on changes

Retention Specialist Resume Examples & Samples

1 - 2 years customer service experience, preferably in a contact center environment
Excellent written and verbal communication skills
Commitment to "internal client" and customer service principles

Customer Retention Specialist Resume Examples & Samples

Primary duties and responsibilities consist of
Experience in a call center environment preferred
Some insurance and/or sales experience preferred

Senior Customer Retention Specialist Resume Examples & Samples

Responsible for Boss concerns
Adhering to Service Level Agreements
Deliver premier Boss Centric service by communicating with friendliness and confidence
Empathize with the Boss, diffuse and navigate complex or unusual situations
Develop and maintain professional relationship with all parties
Communicate via telephone, email, regular mail with the Boss and various 3rd parties
Answer the Chairmen’s Line when available, pick up voicemail messages from other various customer service lines
Review and evaluate all allegations/situations to determine the ultimate outcome of a file
Consult all necessary parties and gather all information relevant to each situation for resolution
Obtain relevant facts to claim through interview, investigation Maintain a follow-up calendar system of outstanding issues and keep all parties apprised of status on a regular basis
Make informed decisions after careful consideration of facts obtained through inquiries of involved parties
Collaborate with higher technical teammates or cross-functional teams to review more complex situations or when necessary
Manage and negotiate resolutions
Communicate outcomes to all involved parties
Process paperwork as needed (i.e. release, letters, etc)
Manage all necessary payments, refunds and customer satisfaction considerations
Pay invoices associated with files in a timely manner, when appropriate
Ability to navigate a matrixed environment
Conflict management skills; ability to stay calm and composed under pressure situations
2 + years call center or claims handling experience
2+ years of experience supporting a retail organization
3+ years of experience in a role working cross-functionally to gain influence and develop partnerships
3rd Party Labor / Vendor Management Experience
P&L Management Experience
Exceptional customer service skills
Strong listening skills – active listening
Well organized
Proficient with keyboard and various Microsoft programs
Solid analytical and interpretive abilities
Capable of making confident and informed decisions independently

Customer Retention Specialist Resume Examples & Samples

Communicate with customers via multiple channels to receive orders for delivery, discontinuance, changes in service, general inquiries and problem resolution
Handle upset customers, communicate company policy and use negotiation skills to provide alternative approaches to resolve customer issues
Diagnose customer needs and/or concerns; display exceptional decision-making and problem solving capabilities to take immediate action in order to retain the customer
Adjust complaints concerning billing or services rendered; refer complaints of service failures to designated departments for investigation
Ensure Customer satisfaction and one call resolution, respond to all queries, solicit further sales and solve problems
Ensure the appropriate tracking and account closure in RMS
Provide feedback to Raynham Leadership regarding trends on floor
Must stay current on DWS policies and procedures
Must possess strong negotiation skills
Ability to identify needs and offer solutions
A high degree of professionalism/ability to interact with callers in a professional manner
Strong computer skills including Microsoft office suite
Superb organizational and time management skills
Must display a high level of professionalism
Must be able to work independently
Must have outstanding decision making and problem solving ability
Must have proven track record of dependability and flexibility
High school diploma, GED, or equivalent work experience required
One year of call center experience preferred
Thorough understanding of RMS

Collections & Retention Specialist Resume Examples & Samples

Collection of payments from delinquent accounts
Contact clients via multiple means - phone, email
Subscription enforcement tasks
Contact Manager Maintenance
Cancelation request handling
Report generation for management
Strong customer service skills needed
Sales success highly recommended
Collections expertise preferred
Working knowledge and understanding of billing, collections and related interfaces
Personal strengths and business competencies that include excellent written and oral communication, customer focus, listening, interpersonal savvy, being detail oriented, priority setting, problem solving, a drive for results, quality decision making, logical reasoning, self-leadership and direction, integrity, and trust

Customer Retention Specialist Resume Examples & Samples

Play a key role in ensuring we retain our customers
Contact our customers, establish rapports with them and ensure timely receipts of their payments
Reach your targets, build awesome relationships and have fun succeeding with your team
Meet or exceed both churn quotas and maintenance revenue quotas on a monthly and annual basis
Ensure customers recognize and receive value from their maintenance contract
Help prepare a monthly customer retention/churn report for management, provide analysis of trends and forecasting future performances
On a light-hearted (but important note)…help coordinate the ongoing ordering/delivery of our free beverages provided to all our employees on an ongoing basis!
You are a hard-working, fun-loving person who has a great sense of humor and connects easily with others
You are able to influence others (positively and ethically)
You are detail oriented, with strong follow-through and completion
You have strong verbal and written communication skills
You have excellent time management skills
You are results-oriented and coachable
You have the ability to identify/define and solve needs/problems, coupled with an aptitude for interacting with multiple levels of customers
You preferably have experience with Software/ERP and manufacturing industry knowledge
All the room your ambition needs
A competitive salary package
Useful training sessions to help you achieve your full career potential
An innovative and international work environment in Minneapolis
Paid time off (19 days in your first year plus 9 holidays)
A 401(K) retirement plan with match
The PerkSpot employee discount program
A free fitness center for employees
A work-from-home policy 1 day per week, a good work-life balance is important to us
A fun work environment: we have activities such as tournaments, wine & cheese tastings, team bowling competitions and ice cream socials
Comprehensive medical, dental and vision plans
A HSA-qualified medical plan option with sizable yearly contribution by Exact
Additional benefits include: Voluntary Life Insurance, Accident Insurance, Critical Illness coverage
Excellent Employee Assistance Program
Great opportunities to grow your skills, develop yourself and advance within the company
Basic Life Insurance and AD&D provided at no cost to you
Paid volunteer time off: contribute to your favorite cause without losing a payday

Proactive Retention Specialist Resume Examples & Samples

Who have an upcoming renewal on a mortgage or Sub-account and encourage them to complete the renewal agreement and send it in
Who have been identified as a risk to leave Manulife Bank, assess their account usage and customer experience in an effort to explain the product features and benefits as well as make relevant offers to retain that client such as setting up a Sub-account or additional mortgage portion, direct deposit etc
Hours: Monday to Friday rotating between hours of 9-5pm, 10-6pm or 12-8pm EST
This can be a Work from Home Opportunity (once training is completed)
Review each client situation and recommend best approach for client to follow based on their financial need
Support our Retention Strategy in building long lasting relationships
Ability to work in a performance base environment with a proven track record of meeting target
Promptly respond and resolve inquiries from customers, via phone or email
Develop and maintain up-to-date knowledge of the company’s current promotions, products and technology necessary to meet or exceed Retention goals
Document calls and outcomes using various Manulife Bank systems
Proactively identify issues, report on client concerns, process gaps and identify ways to improve service
Candidate is expected to have current knowledge of the Mortgage Industry and keep current on changes
Bilingual (French & English) is preferred
Strong customer focus, with the ability to influence, negotiate, and remedy customer objections and handle difficult customers in a professional manner
A sales and/or Mortgage Brokerage background would be beneficial
Knowledge of the residential mortgage business
Post-secondary education or equivalent work experience
Strong decision making and problem solving skills
Excellent research and problem resolution
Flexible Team player with track record of organizing, prioritizing and juggling multiple concurrent tasks
Strong analytical and problem solving abilities
Ability to multi-task and work in a high volume, fast-paced environment
Focus on accuracy and attention to details
Excellent written and oral communication skills
In depth understanding of Manulife Bank’s products, processes and systems would be an asset
Self-motivated with strong focus on success
Fully committed to change and continuous process improvement
Versatile and ability to learn new tasks/skills quickly

Customer Retention Specialist Resume Examples & Samples

Drive retention leads and sales with pro-active outbound calls to our existing Mercedes-Benz customers
Identify potential sales opportunities from inbound calls and convert to leads to our dealer network
Provide options, quotations and respond to queries to help drive Insurance sales
Achieve Finance & Insurance sales targets
Pro-actively retaining existing finance customers via refinancing activities at the end of contract

Account Retention Specialist Resume Examples & Samples

Build strong relationships and provide exceptional service to clients
Expand and diversify service offerings with existing customers
Work with multiple internal parties to develop winning account management strategies
Act as liaison between client and District representatives
Responsible for pricing of contract renewals including profitability analysis
Maintain and monitor contracts for all assigned accounts
Ensure that clients are re-booking business
Collection of accounts receivable for all assigned accounts
Bachelor’s Degree, an equivalent combination of experience and education may also be considered
Minimum two years Business to Business experience, e.g. retail service
Proven experience in customer service
Excellent organizational skills and proven problem solving and decision making skills
Ability to effectively manage time and prioritize multiple responsibilities
Proficiency with Microsoft Word, Excel and PowerPoint

Retention Specialist Resume Examples & Samples

Upgrade, sell and save digital, basic, high speed, telephony and Home Security customers
Act as marketing customer liaison in the retention/safekeeping of our current customers
Resolve customer complaints/concerns through active listening, empathy and professionalism
Professional and quality presentation of products/services in a courteous and sincere manner
Meet or exceed budgeted retention goals for all product lines
Communicate competitive offers to customers
Maintain and provide information to new customers regarding billing inquiries and procedures
Demonstrate proficiency in technical troubleshooting of all product lines
Share successes and new ideas with team members in order to achieve both individual and team goals
High School diploma or GED required
Ideal candidates must be highly motivated and enjoy working in a challenging sales environment
Must be able to handle difficult customers in a professional manner and build customer loyalty
Ability to troubleshoot technical problems, with all product lines
Must have strong negotiating experience
Ability to learn technically challenging information quickly
Ability to work a flexible schedule including nights & weekends
BILINGUAL/SPANISH STRONGLY PREFERRED
Two years college preferred
Minimum of 1-2 years of experience in a Call Center sales environment preferred
Strong computer skills using Windows based systems, including databases & billing knowledge of ICOMS desired

Customer Retention Specialist Resume Examples & Samples

Resolving client issues with effective problem solving skills to minimize refunds and retain customers
Documenting each interaction with the customer within SPS Commerce’s designated system
Communicating efficiently with customer by email, phone, mail, and face to face
Reporting customer feedback to key organizational partners
Performs other duties and projects, as assigned
EXPERIENCE

Customer Retention Specialist Resume Examples & Samples

Actively phone and email contact into identified existing customers
Working with the Finance organization, track contracts that are soon to be expired and collaboration with that team to ensure customers understand the renewal process
Where necessary, working with Commvault Sales, and Commvault Partner Sales, personnel to ensure all communication to customers is coordinated and effective
Respond to customer queries and address service complaints in a timely manner
Analyze customer feedback and develop new techniques to ensure customer retention
Provide excellent customer service and ensure customer satisfaction
Build positive working relationships with customers for repeatable business
Support those business initiatives relevant to the creation of customer value (eg license conversions / consolidations)

Graduate Programs Enrollment & Retention Specialist Resume Examples & Samples

Professional experience or training in working with students in a higher education environment
Knowledge of and ability to work with diverse populations
Organizational skills, attention to detail, and the ability to meet deadlines
Positive attitude and strong interpersonal and customer relations skills
Ability to create marketing materials (brochures, flyers) and use social media and our website to reach out to potential students
Ability to work collaboratively with CLES faculty, college and university staff, and Graduate School personnel
2 or more years’ experience working with university/college level students
At least two years’ experience in on or more of the following: advising, student recruitment/retention, related student services or admissions
Proficiency with, Word, Excel, Access, Banner and degree audit programs
Knowledge and understanding of programs/activities that increase student retention, persistence and graduation in higher education
Perform administrative tasks related to master scheduling, enrollment, registration, communication, student success, retention, orientation, graduation, and accreditation
Serve as a member of appropriate departmental, college and/or campus advisory committees
Collect, assemble, present, and analyze student data; utilize a variety of university data to monitor recruitment, enrollment, and retention of CLES students; and assist with annual reports and strategic and graduate enrollment management (GEM) plans
Administrative tasks as assigned by supervisor

Retention Specialist Resume Examples & Samples

Bachelor’s degree required in education or related area
A minimum of two years full-time professional experience teaching, curriculum development, and/or academic programs
Supervisory experience, program development, and program and staff management (professional or student staff)
Demonstrated computer application skills (MS Excel, Access, or other database programs), computer-assisted learning, and prior experience with database entry
Demonstrated commitment to and experience working with college students who are first-generation, limited income, and/or have disabilities
Reflecting departmental and institutional values, candidates are expected to have the ability to advance the Department’s commitment to diversity and inclusion
Master’s degree in student personnel, higher education, counseling or related field and an equivalent of one year work experience in related field, or graduate level work experience through assistantship or internship
Prior experience working with TRIO programs, or demonstrated commitment to and experience working with college first-generation, limited income, ethnically diverse individuals and groups, and/or persons with disabilities
Demonstrated success in a leadership role in higher education with program development, program and staff management, and student retention programs
Experience in advising, counseling, teaching, and/or supervising individuals from first-generation college backgrounds, low-income backgrounds, and individuals with disabilities
Excellent written and oral communication skills, including experience making presentations to a variety of audiences
Experience hiring, training, supervising, and evaluating student staff
Demonstrated ability to relate effectively with a variety of constituents including students, faculty, staff, and community
Ability to collaborate within and across departments
Provide academic support and coaching, advising, counseling, and advocacy for student participants
Maintain current and accurate documentation of participant files in Student Access database and other University student information systems
Provide appropriate referrals to university resources, including but not limited to Resources for Disabled Students, Student Case Management, Student Financial Services, Health Network, etc
Recruit, hire, train, and evaluate student staff, including tutor coordinators and tutors under College Reading and Learning Association (CRLA) Guidelines and Supplemental Instruction (SI) Leaders
Assess tutoring needs based on historical data (previous requests, unfulfilled requests, DFW courses)
Collaborate with campus partners (including Academic Support Coordinators) and faculty to create academic programs, services, seminars, and events
Facilitate the evaluation process of the academic programs and services
Manage the database for academic programs and services in Student Access
Manage Google Drive for tutoring
Develop curriculum for Supplemental Instruction for AAC Arrive students
Co-facilitate with Assistant Director the Pathways for Academic Success Seminar (PASS) program, which is provided to students on academic probation
Prepare and facilitate seminar sessions for AAC Arrive and AAC Thrive programs, such as goal setting, learning and study skills, budget management, etc
Other duties as assigned