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Insurance Retention Agent Jobs in Massachusetts (NOW HIRING)

Arbella Insurance Group

AVP Sales & Marketing

Quincy, MA · On-site

$225K - $275K/yr

Monitor new business, retention and loss ratio results against business plan. * Makes strategic ... insurance with strong exposure to independent agent channel preferred. * Open to an insurance ...

Liberty Mutual Insurance

VP, Specialty Product Line

MA · On-site +1

$179K/yr

... retention). Leads a team of underwriting managers and/or underwriters, holding full people ... Bachelor's degree in Business or related field required; MBA and/or professional insurance ...

Expeditors

Warehouse Transcon Agent

Peabody, MA · On-site

$20.25 - $25.75/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 ...

Expeditors

Warehouse Transcon Agent

Peabody, MA · On-site

$20.25 - $25.75/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 ...

New York Life Insurance Co

Partner

Waltham, MA · On-site

$115K/yr

Implement retention strategies aligned with New York Life's benchmarks to foster agent loyalty and ... Coordinating with a team of high-performing sales professionals in the insurance, brokerage, or ...

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All JobsInsurance Retention Agent JobsInsurance Retention Agent Jobs in Massachusetts

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.

Customer Account Professional - Hybrid

Bearingstar Insurance

Quincy, MA • Hybrid

$29.18/hr

Full-time

Posted 27 days ago

Job description

At Arbella, we're focused on people. We work hard to attract and retain the best. That means providing a great work environment, encouraging work/life balance, offering flexible work arrangements, competitive salaries and exceptional benefits packages. We invest in our employees and encourage them to grow so that we, too, can grow as a company.
Other perks include:
On-site gym and fitness classes and one-on-one personal training
On-site nurse, nutritional counseling, and mental health resources
Full-service cafeterias
Free shuttle service to Quincy Adams T Station
Tuition assistance programs
Opportunities to get involved: Arbella Activities Committee, Diversity and Inclusion Council, and
more
A company committed to community: volunteer opportunities, employee-led community efforts,
and the Arbella Insurance Foundation
Robust training, mentorship, and professional/personal development programs
Colleagues who genuinely care about each other
Arbella is committed to building a workplace that's diverse, inclusive, and equitable for everyone. We've created a culture that supports a diverse workplace where all are valued for their talents and are empowered to reach their full potential.
It's no wonder our employees have voted Arbella one of the Boston Business Journal's "Best Places to Work" every year since 2009!
The Customer Account Professional is an individual who understands and supports our commitment to exceptional service consistent with Arbella's brand. They are the" Voice of Arbella", building relationships, making connections, and providing superior customer service experiences.
Job Description

Key Responsibilities

  • Sensitive to the needs of our agents and customers, acts in a consultative manner to address the needs of all policy matters, while delivering paramount customer service.

  • Manages customer interactions across multiple communication channels in an effort to assist insureds with underwriting of their policies, answer and process billing inquiries and make policy changes as needed.

  • Educate and advise insured including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries.

  • Identifies and recommends beneficial coverage enhancements,and works within appropriate underwriting authority and agency preference.

  • Manages agent interactions across multiple communication channels and collaborates with agents and management to understand business objectives and includes these objectives to deliver outstanding customer service.

  • Responds to agent preferences in all aspects of underwriting campaigns and maintains high level of service with each interaction.

  • Maintenance of client files and/or automated account records in an accurate and orderly fashion within acceptable standards set by agency management. This includes supporting the processing of new business, rewrites, conversion business, endorsements, cancellations and renewals. Performs a variety of policy maintenance activities to support the customer relationship.

  • Respond to existing clients to identify both new and/or additional insurance needs, recommend coverages, calculate and quote premium rates for recommended protection, explain policy features & benefits, present options and upgrades and provide an overall analysis of protecting the individual property & casualty exposures.

  • Skillful in client relationship management and able to effectively harbor these relationships to meet or exceed productivity and quality targets.

  • Review all applications, renewal requests and endorsement compliance with underwriting authority and guidelines.

  • Completes outbound calls to obtain necessary information for policy transactions, renewal opportunities and coverage counseling.

  • Collaborates with other stakeholders to understand trends, compliance and other requirements

Requirements

  • Maintains Property & Casualty licensing requirements for all states in Arbella's footprint. Training and company sponsored agent licensing is provided.

  • Excellent customer service, communication and collaboration skills.

  • Sound customer service work experience

  • Strong time management skills with attention to detail

Our current reasonable and good faith estimate of the annual salary or hourly wage range for this position is approximately $52,780 ($28.00 an hour) - $55,000 ($29.18 an hour) based on a variety of factors including, but not limited to, relevant skills and experience,.

Please note: The advertised pay range is not a guarantee or promise of a specific wage.

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