State Licensed Retention Agent

Job Summary

A company is looking for a Retention Agent, Direct Distribution - Personal Lines.

Key Responsibilities:

• Contact current policyholders to perform retention-related activities and cross-sell additional products
• Conduct service reviews with policyholders post-claim and save policies from cancellation
• Process policy changes and provide explanations regarding coverage and documentation

Required Qualifications, Training, and Education:

• High school diploma or equivalent required; undergraduate studies in insurance or related field preferred
• State licensing as required for property/casualty and life products in 45 states
• Three or more years of related work experience in property/casualty sales preferred
• Minimum one year of sales experience; insurance industry experience and call center exposure preferred
• Knowledge of property/casualty and life insurance products and related systems