Retention Specialist

Are you passionate about servicing insurance clients and thrive in a fast-paced, collaborative environment?  Keep Reading about our Retention Specialist opening.

At Insurance Partner Group, we are seeking an experienced and motivated Retention Specialist to join our dynamic team in Plano, Texas.

This vital role will connect with our existing clients to ensure a premier level of service, take them through their renewal processes, and through strong relationships, help them identify other insurance solutions to meet their needs.

If you have a proven track record in successful client retention and cross-selling insurance lines, and are eager to make a significant impact, we want to hear from you!   🌟 Salary ($50-60k based on experience)  + Unlimited Bonus Eligible 🌟 🌟Success can look like $80-100k in the first 12 months with salary and bonus 🌟 Why Insurance Partner Group?

At IPG, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment.

We are an independent insurance agency representing many different companies for our clients' insurance needs.  As a key team member, you will be critical to our success and growth as you work with existing clients, primarily commercial, to not only service and upsell their commercial accounts, but also cross-sell their needs for personal, life, and health policies.  We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged.  For more information on IPG, check out our website :

• https : / / ipg.team / About the Role :    Retention and Renewals (30%) Plan, prepare, and execute all commercial renewals.
• Start the renewal process 90 days prior to the effective date.
• Review current policies and identify any gaps in coverage.
• Discuss current operations / changes with the client and complete renewal applications.
• Work with underwriters to submit to multiple markets and negotiate as needed.
• Review quotes for accuracy, set up invoicing and finance packages.
• Present renewal proposals to the insured 60 days prior to the effective date.

For renewing clients :

For non-renewing clients :

Establish positive relationships with underwriters and producers.   About You :