The Retention Specialist works closely with the producer to manage daily responsibilities in a fast-paced, sales-driven office environment. Strong attention to detail, excellent phone skills, and the ability to thrive under pressure are essential. The ideal candidate is comfortable multitasking, managing high call volumes, and answering phone calls with a professional, relationship-driven approach that fosters trust and connection. Proficiency with advanced technology—including operating across four computer screens simultaneously—is required. This position is ideal for someone seeking a long-term career with stability.
Compensation, Benefits & Perks
- Early Fridays – We close at 4 PM every Friday
- Flexible Swing Shifts available
- Employer-sponsored networking events
- Commission opportunities on commercial, life, property, and casualty products
- License: Texas Department of Insurance General Lines Property & Casualty License
- Experience: 3-5 Years minimum experience in the insurance industry
- We represent multiple top-rated carriers – giving you the competitive edge
- Visit our website: JacobsInsuranceSolutions.com
Responsibilities
- Working with the Insurance producer to manage daily activities
- Contacting clients on behalf of the producer
- Processing renewals
- Retention Specialist
- New business Cross Sell Opportunities
- Operating phone systems and transferring calls
- Going into the carrier websites to obtain applications and documentation need for the agency
Qualifications
- Communication Skills
- Ability to navigate and utilize multiple technology systems.
Expectations
- Typically a three round interview process
- Ability to work in a fast paced environment and learn quickly
- Utilization of multiple technology platforms and ability to learn new technology adaptations quickly
- Interest in a long-term career with Jacobs Insurance Solutions
Licensure
- Texas Department of Insurance General Lines Property & Casualty License
About Jacobs Insurance Services
- Our family-run agency has been in business for over 35 years, and our goal is to help you succeed. Check out our website and social media to see why our customers love us.
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice!
IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.
IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?