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Insurance Retention Agent Jobs in California (NOW HIRING)

AAA

Membership Retention Agent

Costa Mesa, CA · On-site

$48K - $59K/yr

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 ...

Farmers Insurance

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Commercial Insurance Agent

Carlsbad, CA · On-site

$50K - $60K/yr

Farmers Insurance District 11 is looking for a Business Insurance Agent who wants to grow a book of ... Develop long-term client relationships focused on retention and referrals What We're Looking For

Jasmin Samano

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Insurance Sales Agent

Bakersfield, CA · On-site

$16 - $17/hr

The Insurance Sales Agent will work primarily with individual clients in a team-based environment ... ensure satisfaction and retention * Maintain detailed and organized client records * Adhere ...

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Jasmin Samano

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Insurance Sales Agent

Bakersfield, CA · On-site

$16 - $17/hr

The Insurance Sales Agent will work primarily with individual clients in a team-based environment ... ensure satisfaction and retention * Maintain detailed and organized client records * Adhere ...

New

Homer Insurance Agency

Insurance Agent

Sacramento, CA · On-site

$60K - $100K/yr

Balance efforts between acquiring new clients and retaining existing customers * Collaborate effectively as a member of the insurance sales team Preferred Qualifications * 1+ years of experience in ...

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Insurance Retention Agent information

What are the key skills and qualifications needed to thrive as an insurance retention agent?

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.

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 an insurance retention agent?

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 are popular job titles related to Insurance Retention Agent jobs in California? For Insurance Retention Agent jobs in California, the most frequently searched job titles are:
What job categories do people searching Insurance Retention Agent jobs in California look for? The top searched job categories for Insurance Retention Agent jobs in California are:
What cities in California are hiring for Insurance Retention Agent jobs? Cities in California with the most Insurance Retention Agent job openings:
Insurance Retention Agent jobs near you
Infographic showing various Insurance Retention Agent job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Membership Retention Agent

AAA Auto Club Group

Costa Mesa, CA • On-site

$48K - $59K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

AAA The Auto Club Group rating

7.4

Company rating: 7.4 out of 10

Based on 281 frontline employees who took The Breakroom Quiz

225th of 303 rated insurance

Job description

Membership Retention Agent
This position makes outbound phone calls to lapsed members in California, Hawaii, New Mexico and Texas in order to renew those memberships.
Job Duties

  • Using a predictive dialing tool, call lapsed members in California, Hawaii, New Mexico and Texas to generate a renewed membership.
  • Invoice memberships sold and process payments.
  • Maintain up-to-date, working knowledge of membership products, features and benefits.
  • Perform all other duties and responsibilities as assigned or required.
  • Work focuses on the ability to sell memberships. During the sales process, obstacles and conflicts can arise requiring the ability to multi-task and quickly provide solutions to various issues. Occasionally matters need to be referred to supervision for resolution.
Qualifications
  • High school diploma/GED required, college degree preferred.
  • 1-3 years sales experience preferred.
  • Professional communication skills required, both written and oral.
  • Demonstrate ability to prioritize tasks and assignments required.
  • Proficiency in Microsoft Office software, including Outlook, Word and Excel required.

Our Sales Agents start at an hourly rate of $22.00. After completion of the training program, our full-time Sales Agents successfully meeting sales goals earn on average between $48,400.00 - $59,200.00 annually. Commissioned opportunities are uncapped when exceeding sales goals.
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,
travel, entertainment, services and more!)
Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity - we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value."
AAA is an Equal Opportunity Employer
Our organization participates in E-Verify
The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).

What AAA The Auto Club Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

American Automobile Association logo

About American Automobile Association

Sourced by ZipRecruiter

The American Automobile Association (AAA), headquartered in Heathrow, Florida, USA, is a reputable force in the automotive and insurance industry. Originating in 1902, it began as a coalition of motor clubs with the common goal of providing better roads and travel conditions for motorists. Today, AAA is a comprehensive, multifaceted organization that offers a range of services, including roadside assistance, auto repair services, travel agency services, and diverse insurance products - Auto, Home, Life and more. A significant principle for AAA is to continuously deliver value to their 61 million members through safety, security and peace of mind. The company's mission and core values focus on championing its members' rights and interests, advocating innovation, integrity, teamwork and respect.

Industry

Non-profits

Company size

10,000+ Employees

Headquarters location

Heathrow, FL, US

Year founded

1902

Social media

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