Member Outreach Specialist

Responsibilities

• Act as a REV ambassador through outbound contact efforts to uncover member needs and cross-sell additional products and services.
• Nurture member relationships for future conversion.
• Use analytics to work with the Member Experience Manager to set product, service, and usage goals.
• Assist in developing outbound call scripts and email templates.
• Be well-versed in REV product knowledge to offer creative financial solutions.
• Advise members of pre-screen offers and next best products based on analytics.
• Drive service utilization by educating members on product benefits.
• Promote self-service functionality to increase member digital engagement.
• Demonstrate a passion for increasing member satisfaction based on survey feedback.
• Increase adoption rates of products and services.
• Reduce member attrition through outreach to encourage account utilization.
• Meet and exceed member and team member service level agreement standards.
• Report weekly closed business and referrals to the Member Experience Manager.
• Utilize the CRM to document member interactions and schedule future touchpoints.
• Track and analyze data to adjust scripting and engagement strategies for improved results.
• Collect product and service feedback to make improvement recommendations.

Requirements

• High school diploma or equivalent.
• Two (2) years of experience in a sales environment.

Skills

• Strong interpersonal and communication skills to build rapport and drive results.
• Excellent listening and written skills.
• Highly organized and efficient.
• Ability to handle member objections effectively.
• Exceptional analytical and creative problem-solving skills.
• Highly self-motivated.