State Licensed Retention Agent

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

Jun 11, 2025 - 21:30

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