Posted 16 days ago
Retention Agent
AI Summary
Retention Agent at Neilson Financial Services handles inbound and outbound calls to retain policyholders, arranges payment solutions, processes cancellations, escalates complaints, and records accurate call notes while meeting targets.
About this role
Start date: 19th October 2026
Hybrid working: (after training)
Starting Salary: £27,500 plus commission
What we’re looking for:
Clear, confident communicators who enjoy helping people
Experienced in handling inbound and outbound calls, with excellent verbal communication skills
Detail-oriented with a high level of accuracy in record-keeping
Solution-focused and creative in resolving customer issues
Resilient, positive, and commercially motivated
Previous experience in retention, customer service, or sales environments is desirable
What you’ll be doing:
Contacting policyholders who have missed payments and arranging payment solutions
Handling customer requests, including payment arrangements and sending policy details
Responding to cancellation requests and using retention tools to retain customers
Handling and escalating customer complaints where necessary
Recording call notes accurately, including policy or payment changes
Meeting individual and team targets in a professional, results-driven manner
Applying quality assurance and compliance rules to all retention activities
Reporting trends, customer complaints, and agent misconduct to management
Communicating effectively with other departments such as Service, Claims, and Sales
What you get from us:
Competitive base salary plus commission
Structured training to give you all the tools to succeed throughout your NFS career
Incentives & rewards including Amazon & Love2Shop vouchers, GoPro cameras, TVs, pizzas, Echo Dots, Apple Watches, Sonos speakers, iPads, and more
Life Assurance from day one
Employee Assistance Programme for personal and professional support
Flu vaccinations, cycle-to-work scheme, eye test and glasses vouchers, and free fruit to support wellbeing
Enhanced maternity and paternity pay
Pension scheme and 23 days holiday plus bank holidays
A team-spirited culture with regular theme days, charity events, and celebrations for achievements
Skills
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- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.