California Licensed Insurance Retention Agent

Job Summary

To enhance insurance retention efforts, the full-time California Licensed Insurance Retention Agent will mediate cancellation requests, maintain member relationships, and identify cross-sell opportunities while working remotely.

Key responsibilities

• Mediate insured's cancellation requests and provide solutions to avoid policy cancellations
• Maintain up-to-date knowledge of insurance products and identify cross-sell opportunities
• Handle inbound calls related to member change requests, billing inquiries, and policy reviews

Required qualifications

• Bachelor's degree or equivalent combination of education and experience preferred
• 1-3 years of experience in insurance sales preferred
• Property and Casualty Insurance License, valid in selling state required
• Proficiency in Microsoft Office software, including Outlook, Word, and Excel required
• Demonstrated ability to prioritize tasks and assignments required