California Licensed Insurance Retention Specialist

Job Summary

To support policy preservation and premium retention, the full-time California Licensed Insurance Retention Specialist will manage outbound efforts to convert at-risk new business and renewal policies into active status while collaborating with agents and internal teams in a remote work environment.

Key Responsibilities

• Drive proactive outbound efforts to convert at-risk new business and renewal policies into active, paid policies
• Identify and resolve barriers to policy retention through targeted outreach and relationship building
• Analyze cancellation trends and collaborate cross-functionally to improve retention performance

Required Qualifications

• Active Property & Casualty insurance producer license required; eligibility for California non-resident license within 90 days of hire
• 2-5+ years of experience in insurance operations, customer retention, or sales, preferably in P&C
• Strong understanding of the policy lifecycle, including underwriting, billing, and renewals
• Experience in outbound engagement or retention-focused roles
• Ability to analyze data and identify trends related to policy risk and retention opportunities