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Retention Specialist

On-site in Madrid·Added 9 months ago

This job was published 9 months ago

OCASO

23 open roles

Overview

Requirements

  • Have the right to work in Spain

    OCASO doesn't mention sponsorship in the ad.

  • Work on-site in Madrid

    No relocation package mentioned.

  • Upper secondary (Bachillerato)

    “Formación académica mínima requerida: Bachiller.” — per the ad.

This job was automatically translated to English.

Requirements

What we're looking for

  1. Previous experience required: At least one year in insurance policy recovery and retention positions or two years in claims service centers within insurance companies.

Nice to have

  1. Specific insurance training is valued: Training course for persons categorized under level 3 of RD 287/2001

Education & certifications

  1. Minimum academic training required: High School Diploma.

The role

Your mission will consist of promoting and executing the necessary actions, within your scope of activity, to prevent the cancellation of insurance contracts, contributing to customer loyalty and portfolio conservation through effective, personalized management oriented towards the satisfaction of the insured.

What you'll do

Through the commercial, operational, and technological tools that are determined at any given time, you will develop the following functions:

  • Management of returned receipts, making outbound calls to achieve the effective collection of outstanding amounts, identifying the causes of non-payment, and offering appropriate solutions within the established framework.
  • Management of cancellation requests expressly requested by policyholders, through the defined communication channels (mainly telephone), carrying out all necessary actions to prevent the rescission of insurance contracts.
  • Detect patterns regarding cancellations and transfer relevant information to the corresponding areas for the improvement of products, processes, and loyalty campaigns.

PROFILE

  1. Competencies:
  • Knowledge of the standard products in the company's portfolio.
  • Communication skills, with a special capacity for active listening and empathy.
  • Negotiation skills and results orientation.
  • Effective management of emotionally complex situations.
  • Orientation towards the customer and service quality.
  • Capacity for organization and work planning based on objectives.

About OCASO

OCASO is a Spanish insurance company headquartered in Madrid, offering a broad portfolio of insurance products including health, life, home, and auto coverage. With a strong focus on the domestic market, OCASO operates through a network of offices and intermediaries, serving both individuals and businesses across Spain.

For international professionals, OCASO provides opportunities primarily in sales, customer service, and operational roles within the Spanish insurance sector. The company's work culture is rooted in traditional Spanish business practices, and while Spanish language proficiency is typically essential, the company offers a stable and established environment for those looking to build a career in insurance in Spain.

Industry
Insurance
Employees
1,000–5,000
Headquarters
Madrid, Spain
In Spain
Madrid
Website
ocaso.es

Good to know if you are moving

  • OCASO is headquartered in Madrid, Spain, and is a domestic insurance provider with a strong local presence.
  • The company primarily operates in the Spanish market, so fluency in Spanish is likely required for most roles.
  • International hires may find opportunities in sales, customer service, and operational positions, but the company is not known for a globally diverse workforce.
  • As a Spanish company, OCASO offers a traditional work environment, with a focus on local insurance regulations and practices.
All open roles at OCASO

Location

OCASO · Madrid

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