Job Overview
Employer: Occupop
Location: Milton Keynes, England, United Kingdom
Working Pattern: Monday to Friday, 9am - 6pm
Compensation: £27,500 basic salary + potential quarterly performance- based bonus
Start: Provisional ASAP
We are a leading life insurance broker seeking friendly and passionate individuals to join our Retention Support Team. Your role will involve meaningful conversations with customers, supporting retention processes, and collaborating with the team to improve customer experience.
Responsibilities
* Supporting the Retention Team by completing daily administrative tasks.
* Handling inbound calls from customers and passing them over to the appropriate advisor.
* Managing lapsed policy notifications from insurers and uploading them to our dialling system.
* Managing your diary and workload confidently, taking ownership of your day while collaborating with the team toward shared goals.
* Sharing ideas and feedback to improve processes, profitability, and the overall customer experience.
* Staying up to date with insurer processes, attending training and webinars, and completing 15 hours of CPD annually.
* Occasionally reaching out to families by phone whose life insurance policies are at risk of lapsing, understanding their situation, and helping them stay protected.
Qualifications
* Experience in an office-based administrative environment is essential.
* Resilience and empathy – this is a fast‑paced, people‑first role.
* Ability to work both independently and collaboratively within a supportive team.
* Experience handling reinstatements, missed premiums, or lapse warnings with life insurance providers is a bonus.
Benefits
* Quarterly performance‑based bonus.
* Life, Critical Illness & Income Protection cover.
* Buy/Sell up to 5 days of holiday.
* Birthday off.
* Recognition and rewards for delivering great outcomes.
* …and more.
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