About the Role
About the Role
We are seeking Retention Agents to join our Final Expense tele sales team. In this role, you will engage with existing policyholders who may be at risk of lapsing or cancelling their coverage. Your primary responsibility will be to address client concerns, provide effective solutions, and ensure continued coverage. As a Retention Agent, you play a vital role in safeguarding customer satisfaction and protecting long-term policy value—making your contribution essential to both revenue stability and growth.
Key Responsibilities
• Proactively contact policyholders flagged for potential cancellations, lapses, or missed payments.
• Identify underlying reasons for dissatisfaction and deliver tailored solutions to retain customers.
• Clearly explain policy benefits and highlight long-term value to encourage continuation.
• Manage objections with professionalism and, where appropriate, negotiate payment arrangements.
• Ensure full compliance with company policies and insurance regulations in all client interactions.
• Accurately update CRM systems with notes on customer interactions and retention outcomes.
• Partner with Closers, Customer Success, and Team Leads to refine and strengthen retention strategies.
What We Offer
• Competitive salary with performance-based retention bonuses.
• Clear career advancement opportunities within customer success and sales functions.
• Comprehensive training and ongoing skill development.
• A collaborative workplace where retention is recognized as a key driver of overall success.
Requirements
1–3 years of experience in retention, customer service, or telesales (Final Expense closing experience strongly preferred).
Demonstrated expertise in persuasion, problem-solving, and objection handling.
Exceptional communication skills with strong active listening abilities.
Proven track record of consistently meeting or exceeding retention and sales KPIs.
Ability to remain calm, composed, and solution-focused when managing challenging customer interactions.
Flexibility to work during U.S. business hours.
Experience with CRM platforms and call management tools considered an asset.
About the Company
At BlueKarrots, we’re more than just a call center — we’re a team that helps shape the future of the Life Insurance and Final Expense industry. Every day, our professionals support top IMOs in the U.S. with outbound sales, client engagement, and back-office operations.
What sets us apart is our focus on people. We invest in hiring and developing talent, giving our team the tools, training, and support they need to excel. When you join BlueKarrots, you’re stepping into an environment that values growth, rewards hard work, and encourages you to build a long-term career.
Here, your skills make a real impact — for our clients, our partners, and your own success.