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Insurance Retention Agent Jobs in California (NOW HIRING)

Homer Insurance Agency

Insurance Agent

Sacramento, CA · On-site

$60K - $100K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

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 ...

Promoted2

Remote Insurance Agent

Brea, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

Stockton, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

Anaheim, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

San Diego, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

Bakersfield, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

Oakland, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

Long Beach, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

Sacramento, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

Riverside, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

San Francisco, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Promoted2

Remote Insurance Agent

Fresno, CA · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

iStaff Pros

Insurance Sales Agent

Woodland Hills, CA

$22 - $24/hr

Meet new business production and retention goals and objectives as established. * Solicit new ... This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies.

Pierpoint

Retail Insurance Agent

San Jose, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Retail Sales Agent, you will be responsible for the sale of auto, commercial, motorcycle and ... The successful candidate must possess the ability to obtain and retain a Personal Lines insurance ...

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Showing results 21-40

All JobsInsurance Retention Agent JobsInsurance Retention Agent Jobs in California

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.

Insurance Agent

Homer Insurance Agency

Sacramento, CA • On-site

$60K - $100K/yr

Full-time

Medical, Dental, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Come join an agency that does things different! At Homer Insurance Agency our goals and standards are set high! We're not satisfied with ordinary, we're building a company that is focused on being exceptional! If you see insurance as a career and want to join an agency that provides great training and huge opportunity, submit your resume for review. 

At Homer we specialize in both personal lines and commercial lines products. We insure everything from small businesses to very large and established companies. There's very little we can't do. 

Let our family run agency become your new career opportunity! 

Responsibilities

  • Consult with clients to assess their insurance needs
  • Sell appropriate insurance policies that align with client requirements
  • Provide ongoing support and service to policyholders
  • 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 insurance sales
  • Valid state insurance license
  • Strong knowledge of insurance products and regulations
  • Excellent customer service skills