Position Summary
As an Insurance Agent/Retention Specialist, you will play a key role in maintaining and growing
our client base by providing exceptional service, reviewing policy renewals, and offering tailored
insurance solutions. Your focus will be on client retention, policy servicing, and cross-selling
opportunities to ensure our customers have the coverage they need. This position includes
inside sales leads, giving you the opportunity to engage with potential clients while ensuring
existing policyholders receive top-notch service.
Qualifications:
- Licensed in Property & Casualty Insurance (or willingness to obtain upon hire).
- Prior experience in insurance sales, customer service, or client retention preferred.
- Strong communication, problem-solving, and relationship-building skills.
- Ability to work independently and as part of a team.
- Proficiency with insurance management systems
- Detail-oriented with strong organizational skills.
Essential Duties & Responsibilities:
- Build and maintain strong relationships with existing clients to ensure high retention rates.
- Proactively review policy renewals, assess coverage needs, and offer appropriate solutions.
- Educate clients on policy options and recommend additional coverages as needed.
- Handle policy changes, endorsements, and billing inquiries with efficiency and accuracy.
- Respond to client concerns, resolve issues, and provide excellent customer service.
- Stay up to date on industry trends, policy updates, and company offerings.
- Collaborate with the sales and service teams to ensure seamless client experiences.
Competencies:
- Competitive salary with commission and bonus opportunities.
- Professional development and licensing support.
- A supportive and collaborative team environment.
- Opportunities for career growth within our agency.
- Matching 401K, Disability, supplemental health
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Employee signature below indicates the employee’s understanding of the requirements, essential functions, and duties of the position.