Retention Specialist

Job Description We're looking for a Retention Specialist to protect and grow our existing book of business. This role owns client retention, relationship management, and account rounding — you're the person who notices a client is at risk before they do, and who turns a routine renewal call into an opportunity to deepen the relationship. You'll work closely with our producers, but you'll also have the ability to close cross-sells on existing households yourself. Benefits Paid Time Off (PTO) Dental Insurance Vision Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Retirement Plan Responsibilities Proactive Retention Management Monitor renewal and cancellation reports, identify at-risk accounts, and take timely action to prevent non-renewals Save at-risk policies through re-shopping, re-quoting, coverage adjustments, or client education Client Relationship Management Serve as the primary point of contact for existing clients on renewals, coverage changes, and service questions Resolve billing issues, claims concerns, and service problems before they become retention risks Coverage Reviews & Cross-Selling Conduct policy reviews on existing households, identify coverage gaps, and close cross-sell opportunities (auto, home, umbrella, life) yourself Refer new-household opportunities to licensed producers Documentation & Collaboration Maintain accurate, detailed records in the agency management system Work closely with producers and the service team to keep the client experience seamless Requirements Active Property & Casualty insurance license required Life & Health license required within 90 days of hire — agency will sponsor licensing and exam costs Must hold (or obtain) a resident or non-resident P&C license for every state in which you service clients — currently Texas, with Arizona licensing required as that book grows 1+ years in client service, account management, or retention-focused roles (insurance preferred) Strong communication, follow-up, and conflict-resolution skills High attention to detail and strong organizational discipline Comfortable working in a CRM / agency management system daily #J-18808-Ljbffr The Juris Agency