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Insurance Retention Agent Jobs in Massachusetts (NOW HIRING)

Husch Blackwell Llp

Patent Agent

Boston, MA · Remote

$100K - $170K/yr

... insurance; short-term and long-term disability insurance; pre-tax flexible spending account for ... Husch Blackwell is committed to retaining, recruiting, developing, and promoting talented lawyers ...

Expeditors

Warehouse Transcon Agent

Peabody, MA · On-site

$16.75 - $22/hr

Our high retention rate is influenced by a unique compensation program for positions that are more ... Medical * Life Insurance * Employee Stock Purchase Plan * Training and Personnel Development ...

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Insurance Retention Agent information

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 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 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 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 popular job titles related to Insurance Retention Agent jobs in Massachusetts?

For Insurance Retention Agent jobs in Massachusetts, the most frequently searched job titles are:

What job categories do people searching Insurance Retention Agent jobs in Massachusetts look for?

The top searched job categories for Insurance Retention Agent jobs in Massachusetts are:

What cities in Massachusetts are hiring for Insurance Retention Agent jobs?

Cities in Massachusetts with the most Insurance Retention Agent job openings:

Insurance Retention Agent jobs near you
Infographic showing various Insurance Retention Agent job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, 1% Temporary, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Life Insurance Sales Agent

New York Life, Coelho Group -- Bridgewater

Bridgewater, MA • On-site

$60K - $150K/yr

Full-time

Medical, Life

Posted 8 days ago

Job description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on clients’ lives excites you, start your application today.

Compensation:

$60,000 - $150,000


Responsibilities:
  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
  • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business

Qualifications:
  • Excellent verbal and written communication skills required
  • Prior health insurance or life insurance experience a bonus
  • Current Life & Health insurance license is greatly valued
  • Familiarity with the Microsoft Office suite
  • High school diploma or equivalent required; Bachelor’s degree preferred

About Company

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the world.