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Insurance Retention Agent Jobs in Florida (NOW HIRING)

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Remote Insurance Agent

Tampa, FL · 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

Estrella Insurance

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Insurance Sales Agent / Producer (4-40 Licensed)

Ocoee, FL · On-site

$39K - $43K/yr

Position Summary The Insurance Sales Agent/Producer is responsible for generating new business, retaining existing customers, and delivering exceptional customer service. As the primary point of ...

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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 Florida? For Insurance Retention Agent jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Insurance Retention Agent jobs in Florida look for? The top searched job categories for Insurance Retention Agent jobs in Florida are:
What cities in Florida are hiring for Insurance Retention Agent jobs? Cities in Florida with the most Insurance Retention Agent job openings:
Insurance Retention Agent jobs near you
Infographic showing various Insurance Retention Agent job openings in Florida as of July 2026, with employment types broken down into 1% Locum Tenens, 91% Full Time, 6% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

INSURANCE SERVICE AGENT

Lakeview Household Insurance Solutions

Coral Gables, FL • On-site

$21.96/hr

Full-time

Posted 14 days ago

Job description

Overview
The Insurance Service Agent is responsible for driving customer retention, policy renewal success, and account growth through proactive customer engagement and insurance coverage reviews. This role serves as a trusted advisor to policyholders by identifying coverage gaps, recommending appropriate insurance solutions, and strengthening client relationships to improve retention and account rounding opportunities. The position offers a base pay of $21.96 per hour, plus commission.
The ideal candidate holds an active Property & Casualty (P&C) license and possesses strong customer service, sales, and relationship-building skills. Success in this role requires the ability to analyze customer insurance needs, retain at-risk business, identify cross-sell opportunities, and deliver exceptional service throughout the customer lifecycle.
Responsibilities
  • Proactively contact policyholders regarding renewals, non-renewals, rewrites, intents to cancel, reinstatement opportunities, and other retention-focused initiatives.
  • Conduct comprehensive policy and account reviews to identify coverage gaps, recommend appropriate solutions, and improve household account penetration.
  • Drive customer retention by addressing concerns, resolving coverage issues, and presenting alternative options when policies are at risk of cancellation or non-renewal.
  • Generate cross-sell and account rounding opportunities by educating customers on additional insurance products and available coverage enhancements.
  • Assess customer needs and recommend coverage based on risk exposures and life changes.
  • Develop and maintain strong customer relationships through proactive outreach and ongoing account management.
  • Process policy changes, proof of insurance requests, reinstatements, and cancellations in accordance with carrier guideline.
  • Complete new business service transactions, including collecting applications, invoicing mortgage companies, and initiating prior policy cancellations when necessary.
  • Document customer interactions, policy changes, retention efforts, and sales opportunities in the agency management system.
  • Maintain knowledge of insurance products, carrier guidelines, coverage options, and industry trends.
  • Update the agency management system with details of all customer interactions and transactions.

Qualifications
  • Property and Casualty Insurance experience required.
  • High school diploma required
  • Strong PC skills (MS Office Suite).
  • Must be self-motivated with a positive attitude and professional demeanor.
  • Must have excellent interpersonal and follow-up skills; also, be able to prioritize and multi-task.
  • Must be detail-oriented and results-driven with a focus on a customer-centric approach to resolving every situation.
  • Must have excellent written and verbal communication skills. Bilingual or multi-lingual preferred.
  • Must be able to use different computer software programs related to quoting and binding insurance policies, as well as be able to learn new skills and technology quickly.
  • Prefer experience using a customer relationship management system.

Certifications, Licenses, and/or Registration
  • Active P&C License required.

EEOC
Bayview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
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