Texas Licensed Retention Agent

Job Summary

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

Key Responsibilities:

• Contact current policyholders to perform retention activities, including cross-selling additional products
• Provide service reviews post-claim closure and assist customers in saving policies from cancellation
• Process policy changes and respond to various retention-related inquiries via phone and online communication

Required Qualifications:

• High school diploma or equivalent required; undergraduate studies in a 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 required
• Knowledge of property/casualty and life insurance products and processing systems