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Insurance Retention Agent Jobs (NOW HIRING)

AAA Northeast

Insurance Retention Agent (59055)

Lincoln, RI · Hybrid

$23.75 - $28.75/hr

As an Insurance Retention Agent, you will play an important role in helping customers protect what matters most. In this position, you will connect with members, identify retention opportunities, and ...

Sky

Retention Agent

Schaumburg, IL · On-site

$17 - $20/hr

As a Retention Agent for Sky Auto Protection, you will: * Re-negotiate contracts in an effort to ... Health insurance * Paid time off * Vision insurance Experience level: * 1 year Shift: * 8 hour ...

SKY SERVICES LLC

Retention Agent

Schaumburg, IL

$17 - $20/hr

As a Retention Agent for Sky Auto Protection, you will: * Re-negotiate contracts in an effort to ... Health insurance * Paid time off * Vision insurance Experience level: * 1 year Shift: * 8 hour ...

AAA

Membership Retention Agent

Koloa, HI · On-site

Membership Retention Agent This position makes outbound phone calls to lapsed members in California ... Employee discounts (membership, insurance, travel, entertainment, services and more!) Auto Club ...

Embrace Pet Insurance

Retention Agent

Akron, OH · On-site +1

$13.75 - $18.75/hr

We believe pet insurance is more than a financial product and build solutions to simplify the pet ... The main role of the Retention Specialist is to work closely with existing customers to address ...

AAA

Membership Retention Agent

San Antonio, TX · On-site

Membership Retention Agent This position makes outbound phone calls to lapsed members in California ... Employee discounts (membership, insurance, travel, entertainment, services and more!) Auto Club ...

Independence Pet Group

Retention Agent

$14.50 - $20/hr

We believe pet insurance is more than a financial product and build solutions to simplify the pet ... The main role of the Retention Specialist is to work closely with existing customers to address ...

AAA

Membership Retention Agent

Encino, CA · On-site

Membership Retention Agent This position makes outbound phone calls to lapsed members in California ... Employee discounts (membership, insurance, travel, entertainment, services and more!) Auto Club ...

AAA

Membership Retention Agent

Dona Ana, NM · On-site

Membership Retention Agent This position makes outbound phone calls to lapsed members in California ... Employee discounts (membership, insurance, travel, entertainment, services and more!) Auto Club ...

AAA

Membership Retention Agent

Coppell, TX · On-site

Membership Retention Agent This position makes outbound phone calls to lapsed members in California ... Employee discounts (membership, insurance, travel, entertainment, services and more!) Auto Club ...

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All JobsInsurance Retention Agent Jobs

Insurance Retention Agent information

See salary details

$25K

$65K

$121.5K

How much do insurance retention agent jobs pay per year?

As of Jul 3, 2026, the average yearly pay for insurance retention agent in the United States is $65,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $77,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Retention Agent, and why are they important?

To thrive as an Insurance Retention Agent, you need strong knowledge of insurance products, policy terms, and customer account management, often supported by a high school diploma or relevant insurance certifications. Familiarity with CRM software, policy management systems, and call center platforms is typically required. Excellent communication, problem-solving, and negotiation skills help you build rapport and address client concerns effectively. These abilities are essential for maintaining customer satisfaction, reducing policy cancellations, and driving business growth.

What is the difference between Insurance Retention Agent vs Insurance Customer Service Representative?

AspectInsurance Retention AgentInsurance Customer Service Representative
CredentialsLicensing may be required; sales and retention trainingGenerally customer service training; licensing varies
Work EnvironmentCall centers, insurance offices, remoteCall centers, insurance offices, remote
Employer & Industry UsageInsurance companies, agenciesInsurance companies, agencies, brokers
Primary FocusRetaining existing clients, upselling policiesHandling inquiries, providing policy info, resolving issues

While both roles involve communication with clients, Insurance Retention Agents focus on maintaining client relationships and reducing policy cancellations, often involving sales skills. Insurance Customer Service Representatives primarily address client questions and support needs. The roles overlap in work environment and credentials but differ in primary responsibilities.

Why do most insurance agents quit?

Most insurance retention agents quit due to high rejection rates, pressure to meet sales targets, and job stress. The role often involves commission-based pay, which can lead to income instability and burnout over time.

What jobs pay 4000 a week without a degree?

An Insurance Retention Agent can potentially earn around $4,000 weekly through commissions and bonuses, especially with experience and high sales performance. Other high-paying roles without a degree include sales positions, real estate agents, and certain entrepreneurial ventures, often requiring strong communication skills and self-motivation. These jobs typically involve commission-based pay structures and may require licensing or certifications depending on the industry.

What are some common challenges Insurance Retention Agents face, and how can they overcome them?

Insurance Retention Agents often encounter challenges such as handling dissatisfied clients, addressing concerns about policy costs, and competing with offers from other companies. To overcome these challenges, agents should focus on building strong relationships with clients, actively listening to their needs, and demonstrating the unique value of their company's products. Additionally, staying well-versed in policy details and industry trends empowers agents to provide tailored solutions and improve retention rates.

What is the highest paying insurance agent job?

The highest paying insurance retention agents typically earn higher commissions and bonuses, especially those working in specialized or high-value markets such as commercial insurance or life insurance. Experienced agents with strong sales skills and industry certifications can also increase their earning potential significantly, often reaching six-figure incomes in top roles or agencies.

What are Insurance Retention Agents?

Insurance Retention Agents are professionals who work for insurance companies or agencies with the primary goal of retaining existing clients. They reach out to policyholders whose policies are up for renewal or at risk of cancellation, addressing concerns, answering questions, and offering solutions to keep their business. Their responsibilities often include explaining policy benefits, handling customer complaints, and sometimes negotiating discounts or policy adjustments. By maintaining strong client relationships, they help reduce customer churn and support the company’s long-term growth.

What does a insurance retention specialist do?

An insurance retention specialist is responsible for maintaining existing client accounts by addressing their concerns, providing policy information, and offering solutions to retain their business. They often use communication skills and customer relationship management (CRM) tools to improve customer satisfaction and reduce policy cancellations.
More about Insurance Retention Agent jobs
What cities are hiring for Insurance Retention Agent jobs? Cities with the most Insurance Retention Agent job openings:
What states have the most Insurance Retention Agent jobs? States with the most job openings for Insurance Retention Agent jobs include:
What job categories do people searching Insurance Retention Agent jobs look for? The top searched job categories for Insurance Retention Agent jobs are:
Insurance Retention Agent jobs near you
Infographic showing various Insurance Retention Agent job openings in the United States as of June 2026, with employment types broken down into 35% Full Time, 62% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $65,022 per year, or $31.3 per hour.

Insurance Retention Agent

Schoolsfirstfcu

Santa Ana, CA • On-site

Full-time

Posted 27 days ago

Job description

We're always looking for diverse, talented, service-oriented people to join our exceptional team.

Insurance Retention Agent

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$69,705.00 - $104,558.00

Scheduled Weekly Hours:

40
What You'll Be Doing
Provides excellent service to Members seeking information on insurance products offered through SchoolsFirst Insurance Services. Responsible for retaining, servicing and rounding existing accounts by maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for Property and Casualty insurance products.
  • Serves currently insured Members through various service channels, including, but not limited to phone, in-person, or digitally, to collect and discuss each Member's personal lines insurance needs and financial information.
  • Analyzes information collected from currently insured Members and compare and evaluate possible insurance products to develop individualized advice and strategies for each Member based upon each Member's insurance and financial status, risk tolerance, and objectives to ensure Member's needs are adequately protected. This includes explaining and discussing with Members the advantages and disadvantages of various insurance products.
  • Provides individualized advice and recommendations to Members on the purchase of insurance products while ensuring consistent, accurate, timely, and pertinent communication.
  • Prepares quotes for Members and determines best options available.
  • Works directly with insurance carriers as a Member advocate, which may involve premium cost discussions as well as getting the carrier to agree to write the policy, despite various risks which may be present.
  • Process changes/endorsements which include, but not limited to, address changes, addition and deletion of vehicles and drivers, mortgage changes, coverage changes. Responsible for following up with carriers to make sure changes/endorsements are processed timely and accurately.
  • Address insurance company memos such as requests for exclusion forms, employment information, undeliverable mail, inquiries of potential household members.
  • Handle Notice of Non-Renewal and Remarketing of policies to increase retention on book of business.
  • Actively quotes changes and increases in insurance coverage. Rounds out accounts through cross selling to Members; leaves good documentation of all contacts.
  • Responsible for submitting complete and accurate applications to underwriting or to process endorsements, which includes: Ordering and reviewing reports including Motor Vehicle Report (MVR), Comprehensive Loss Underwriting Exchange (CLUE), Riskmeter, Earthquake and Flood zones to determine which company to write policy with; Process replacement cost calculation; Explain process and complete application and payment options. Bind coverage; Issue evidence of property insurance to escrow and invoice for insurance premium; Issue SR fillings; Quote, process and submit endorsements.
  • Handles day-to-day administrative functions including Member service follow up.
  • Responsible for reviewing policy renewals and cancellations.
  • Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
  • Responsible to maintain knowledge of underwriting and rating procedures for all types of personal lines policies. Ensures comprehensive underwriting guidelines are met on products and services offered through Insurance Services. Updates the team and frontline on relevant changes to insurance products.
  • Works closely with Members to provide solutions for their ongoing insurance needs, which may include processing policy changes and responding to Member inquiries regarding existing insurance accounts.

Additional Job Functions

  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications
  • High School Diploma or GED required
  • Bachelor's Degree in a related field or equivalent years of experience required
  • 3-5 years of prior relevant experience required
  • Personal Lines Insurance License Or Property & Casualty Insurance License required
Knowledge, Skills, and Abilities
  • Well-versed in all areas of personal insurance including auto, homeowners and related property coverages, personal umbrella liability, and other personal-lines insurance

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

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