Enhance client loyalty as a Retention Specialist by addressing account concerns and service-related issues. Collaborate with cross-functional teams to strengthen relationships and improve retention outcomes. In this vital role, you will support client retention efforts through effective management of client interactions. You will resolve billing questions and cancellation requests while investigating issues to ensure swift resolutions. Analyzing service history and retention indicators will help you drive successful renewals and save initiatives.

Key Responsibilities
• Manage interactions related to account concerns and cancellations
• Investigate and document client issues for resolution




• Review account activities to enhance retention strategies
• Process service changes and keep accurate case records
• Escalate unresolved issues to relevant teams

Requirements:
• 2+ years in client retention or account management
• Proficient in analyzing account usage trends
• Skilled in Microsoft Excel, Outlook, and Word
• Experience in financial services or SaaS environments
• Ability to manage escalated client conversations Become a key player in nurturing client relationships and safeguarding retention efforts.

📌 Client Retention Specialist Role (Mississauga)
🏢 Insight Global
📍 Mississauga