Retention Specialist for Homeowners Insurance - Brokered Policies

 

Are you a proactive problem-solver with a passion for customer service? We are seeking a Retention Specialist to help retain policyholders by ensuring seamless policy management and customer satisfaction. Work remote options available but must live locally to attend quarterly team meetings.

Why join us?

Competitive salary and benefits package.

Additional commission options.

Opportunities for career growth in the insurance industry

Supportive team environment focused on customer success.

Salary Range: $40,000.00 - $55,000.00 per year

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Evenings Off

Retirement Plan

Career Growth Opportunities

Hands on Training

Parental Leave

Qualifications:

Must have an active 220 or 440 license.

Experience in homeowners insurance, customer service, or policy retention is preferred.

Strong communication and problem-solving skills.

Ability to work efficiently in a fast-paced environment and manage multiple tasks.

Knowledge of underwriting guidelines and policy servicing is a plus.

Proficiency in insurance management systems and basic office software.

Key Responsibilities:

Customer Outreach - Contact policyholders regarding overdue payments, policy changes, and renewal options to ensure continuous coverage.

Underwriting Assistance - Work with underwriting teams to resolve policy issues, missing documents, and eligibility concerns.

Non-Renewal Management - Assign and coordinate non-renewals for potential rewrite opportunities, ensuring clients maintain coverage.

Policy Retention - Identify at-risk policies and develop strategies to improve customer retention.

Agent & Client Support - Assist agents and clients with policy questions, endorsements, and general account management.

Compliance & Documentation - Ensure all interactions and policy adjustments are properly documented in accordance with company and industry regulations.

Our Agency is located in Jupiter, FL specializing in Home, Life, and Auto insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always put the customer first. Apply to our team today! You can also call our office at 561-575-7374 and ask for Sean Valley.