Retention Specialist

We're looking for a Retention Specialist to protect and grow our existing book of business. This role owns client retention, relationship management, and account rounding you're the person who notices a client is at risk before they do, and who turns a routine renewal call into an opportunity to deepen the relationship. You'll work closely with our producers, but you'll also have the ability to close cross-sells on existing households yourself

Salary Range: $30000.00 - $64000.00 per year

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

Proactive Retention Management

Monitor renewal and cancellation reports, identify at-risk accounts, and take timely action to prevent non-renewals

Save at-risk policies through re-shopping, re-quoting, coverage adjustments, or client education

Client Relationship Management

Serve as the primary point of contact for existing clients on renewals, coverage changes, and service questions

Resolve billing issues, claims concerns, and service problems before they become retention risks

Coverage Reviews & Cross-Selling

Conduct policy reviews on existing households, identify coverage gaps, and close cross-sell opportunities (auto, home, umbrella, life) yourself

Refer new-household opportunities to licensed producers

Documentation & Collaboration

Maintain accurate, detailed records in the agency management system

Work closely with producers and the service team to keep the client experience seamless

Active Property & Casualty insurance license required

Life & Health license required within 90 days of hire agency will sponsor licensing and exam costs

Must hold (or obtain) a resident or non-resident P&C license for every state in which you service clients currently Texas, with Arizona licensing required as that book grows

1+ years in client service, account management, or retention-focused roles (insurance preferred)

Strong communication, follow-up, and conflict-resolution skills

High attention to detail and strong organizational discipline

Comfortable working in a CRM / agency management system daily