Licensed Retention Agent

Job Summary

As a fully remote Licensed Retention Agent, the candidate will manage customer interactions to retain business, increase brand awareness, and process policy-related activities while working full-time in a fast-paced environment.

Key Responsibilities:

• Contact current policyholders to perform retention activities, including cross-selling additional products and processing policy changes
• Conduct service reviews with policyholders post-claim and address any issues to prevent policy cancellations
• Provide explanations of policy provisions and updates, ensuring accurate information is entered into systems

Required Qualifications:

• High school diploma or equivalent; undergraduate studies in insurance or related field preferred
• State licensing for property/casualty and life products in required states
• Three or more years of experience in property/casualty sales preferred, with a minimum of one year in sales
• Knowledge of property/casualty and life insurance products and customer service practices
• Proficiency in operating a personal computer and business software