Insurance Retention Specialist

Job Description

Job Description

Founded in 2010, Stockwell Agency LLC – Allstate Insurance has grown into one of the largest and highest-producing Allstate agencies in Connecticut.

Our mission is simple: to be the best in the world at communicating with our clients.

We're a high-performing, goal-driven team that believes great results come from great people. We work hard, move fast, support one another, and hold ourselves to a high standard. We invest heavily in daily training and professional development, helping our team members become insurance experts, exceptional communicators, and highly effective sales professionals.

We're looking for an Insurance Retention & Sales Specialist who can build strong client relationships while also recognizing and acting on sales opportunities.

This is not a traditional customer service position.

You'll be responsible for managing and retaining existing client relationships, reviewing accounts, solving problems, and proactively identifying opportunities to improve coverage and add additional products.

We're looking for someone who can provide exceptional service while also being comfortable having sales conversations, overcoming objections, and asking for the business.

This is a four-day in-office, one-day work-from-home position for someone who enjoys working with people, thrives in a fast-paced environment, and is motivated by both helping clients and producing results.

Responsibilities

• Manage and develop relationships with an assigned group of existing clients.
• Proactively contact clients to strengthen relationships and improve retention.
• Conduct insurance reviews to identify coverage gaps, changing needs, and additional sales opportunities.
• Cross-sell additional insurance products to existing clients when appropriate.
• Work to retain clients who are considering leaving the agency.
• Have confident conversations about price increases, coverage changes, and other concerns that could affect retention.
• Identify opportunities to improve a client's overall insurance program rather than simply processing their request.
• Handle policy changes and client account needs accurately and efficiently.
• Follow up consistently on sales and retention opportunities.
• Document client conversations, activities, and opportunities accurately.
• Work closely with our sales and service teams to deliver an exceptional overall client experience.
• Meet established goals for retention, account development, and sales production.

Requirements

Who Thrives at Stockwell Agency

Our strongest team members:

• Are competitive and motivated by achieving goals.
• Enjoy selling and aren't afraid to ask for the business.
• Build strong relationships and earn clients' trust.
• Communicate confidently and professionally.
• Take ownership instead of passing problems to someone else.
• Are highly organized and excellent at follow-up.
• Can balance sales opportunities with client service responsibilities.
• Stay composed when dealing with difficult conversations.
• Are comfortable discussing price and overcoming objections.
• Are dependable, accountable, and coachable.
• Want their performance to be measured and rewarded.
• Want to continually improve their skills and their career.

Benefits
Paid Time Off (PTO)###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Evenings Off###Weekends Off