Insurance Retention Specialist

SUMMARY

We are seeking a creative, customer-focused Retention Specialist to help us maintain and strengthen our client relationships. In this role, you will work directly with clients to identify concerns, address issues, and implement strategies that keep their business with us.

A persuasive approach, excellent customer service, and strong relationship-building skills are essential. A top-tier Retention Specialist can significantly boost revenue by fostering long-term client loyalty.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Sell and service various forms of Personal Lines insurance to meet clients evolving
• insurance needs.
• Communicate effectively with customers and carriers.
• Develop and maintain positive customer relationships.
• Gather information about client concerns and provide feedback to management.
• Execute proactive retention strategies.
• Provide excellent service to retain the business.
• Performs other duties as assigned.

REQUIRED SKILLS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

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