Personal Lines Retention Specialist
I
Impact Performance TeamInsurance
May be located anywhere nationwide, PST (8-5, M-F)Full-TimeMiddle
Salary50,000 - 55,000 USD per year
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Job Details
- Experience
- Minimum of 2 years of personal lines insurance experience in a client-facing role
- Required Skills
- Account Management
Requirements
- Minimum of 2 years of personal lines insurance experience in a client-facing role.
- Current P&C insurance license.
- Ability to work PST hours (8:00 AM – 5:00 PM, Monday–Friday).
- Strong relationship-building and leadership capabilities.
- Warm, clear, and professional communication style.
- Proactive and organized approach to managing renewals.
Responsibilities
- Review every policy at renewal side by side with the client.
- Guide clients to the smartest path for their next policy period.
- Determine whether to maintain current coverage or re-market accounts across carrier partners.
- Manage and maintain a book of 2,000+ accounts annually.
- Partner with internal teams to deliver a boutique client experience.
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