Retention Specialist

Job Description

Job Description

Join our Top- Performing private brokerage, affiliated with Farmers Insurance!

Our RETENTION SPECIALIST needs to exceed customer service standards to current clients. Are you passionate about helping people, building relationships, and finding solutions that make a real difference? Our growing insurance agency is looking for an Insurance Retention Specialist to help us strengthen customer relationships, improve client satisfaction, and retain our valued customers.

This role is ideal for someone who is proactive, detail-oriented, great with people, and motivated by solving problems while creating win-win outcomes for clients.

If you're driven by growth, motivated by success, and love the energy of a winning team, you'll fit right in at Aissa Chanel Insurance Agency.

We've built a culture where competitive, growth-focused and fun people thrive. Our team members don't just sell insurance, they build meaningful relationships, achieve big goals, and grow into leaders who shape their own futures.

We are looking for self-driven individuals who are "A" players and want to make a great living. Our work environment is fast-paced, upbeat, and results-driven. Experience in the insurance industry is required. Our training and resources are top-notch and if you have what it takes, we will take care of getting you up to speed. Your main goal will always be to put prospect's best interest first in order to properly protect them. If you are looking for a career on a high-performing team that cares about people, we want to talk to you!

*hourly range : $21-25 per hour (based on experience)

PLUS if you can SPEAK SPANISH

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Retirement Plan

Parental Leave

paid company holidays

IN-OFFICE POSITION

As our Retention Specialist, your primary focus will be helping existing customers stay properly protected while identifying ways to improve value and affordability.

Key Responsibilities:

• Proactively contact current clients to review policies and prevent cancellations
• Identify opportunities to save clients money on existing policies
• Re-shop insurance coverage when needed to find better pricing or value
• Cross-sell additional insurance products to strengthen protection and meet customer needs
• Review renewals and rate increases with customers
• Build strong relationships through excellent customer service and consistent follow-up
• Address client concerns and provide solutions that improve retention
• Work closely with producers and service team members to create seamless client experiences
• Maintain accurate notes and follow-up tasks in agency systems

What Were Looking For

• Strong communication and relationship-building skills
• Sales or customer retention experience preferred (insurance experience is a plus)
• Problem solver with a customer-first mindset
• Organized, dependable, and detail-oriented
• Comfortable discussing coverages, pricing, and recommendations with confidence
• Ability to multitask in a fast-paced office environment

Our agency core values are having a Positive mindset, being coachable, self-drive, customer-focused, and a team player. We lead with these core values every day which allows our team members to provide excellence for our clients and each other.

MUST HAVE ACTIVE P&C or PERSONAL LINES license

**If the character traits referenced above do not sound like you please do NOT apply **

Apply for the position today by completing the form and completing the assessment.