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Insurance Retention Agent Jobs in Massachusetts (NOW HIRING)

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 ...

This role is eligible for health insurance, equity awards, life insurance, disability benefits ... You know how to drive an agent, verify its output, and ramp on an unfamiliar codebase with an agent ...

Our Mission We recruit, train, and retain the very best logistics and technical experts the world ... Medical * Life Insurance * Employee Stock Purchase Plan * Training and Personnel Development ...

Our Mission We recruit, train, and retain the very best logistics and technical experts the world ... Medical * Life Insurance * Employee Stock Purchase Plan * Training and Personnel Development ...

Communicates claim action/processing with insured, client, and agent or broker when appropriate ... Management retains the discretion to add or to change the duties of the position at any time As ...

Communicates claim action/processing with insured, client, and agent or broker when appropriate ... Management retains the discretion to add or to change the duties of the position at any time As ...

Showing results 41-60

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 cities in Massachusetts are hiring for Insurance Retention Agent jobs?

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

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.

Head of Data Products, Commercial Insurance, NA

Chubb

Boston, MA • On-site

Full-time

Posted 20 days ago


Chubb rating

8.2

Company rating: 8.2 out of 10

Based on 67 frontline employees who took The Breakroom Quiz

146th of 315 rated insurance


Job description


Chubb is seeking Head of Data Products, Commercial Insurance North America, responsible for the delivery and execution of the data & insights capabilities and solutions to support North America commercial insurance business function at Chubb. The leader will ensure that the business requirements (both functional and technical) are well understood, and the solutions are delivered to meet the business requirements. The Head will also collaborate with the North America business, transformation and technology teams to understand their strategy, roadmap and priorities, such that the Global Data Office can deliver on these requirements. The leader is also tasked with the management and long-term prioritization of the business's overall data priorities needs and opportunities.
The role will encompass building and sharing our North America commercial insurance Data Strategy, developing and deploying Data Products, storytelling & effectively communicating to internal stakeholders and our data leadership team. The role focus will also drive performance of data and insight solutions to impact overall business results while keeping costs in check and ensuring the department remains within the planned budget. The leader is also responsible for setting the departmental vision and culture and championing for the use of data and insights in supporting key business decisions.
The leader additionally defines the business questions that need to be answered and defines appropriate business insights in addition to identifying and readying relevant data sources for analysis. In leadership capacity, the person takes initiative in developing a training program meant for improving the departmental heads' understanding of the use of data and insights, which improves decision-making across the business. In this capacity, the leader will also play a mentorship role to key data warehousing personnel, constantly honing their professional skills, and preparing them for the occupation of his position in future.
The successful candidate has experience supporting large Data Transformation programs and this role requires a continuous improvement mindset along with strong technical and data acumen and experience to ensure programs are delivered as efficiently and effectively as possible. The ideal candidate will also have experience of working collaboratively across business units and assessing data needs and priorities. This role will also require that the candidate build exceptional credibility, trusting partnerships, and can influence at varying levels of the organization to build consensus and alignment on strategic objectives. Another key to the success of this role will be the ability to communicate effectively and concisely both written and verbally at all levels of the organization with clear decisions and outcomes easily understood based on the audience.
Responsibilities:
  • Partner with Business, Analytics, Technology & Transformation teams in North America commercial insurance and Global Data Officer to formulate, communicate, and implement a multi-year strategic data roadmap that aligns with desired outcomes.
  • Play a leading strategic role about the collection, manipulation, and analysis of data for various business, regions and country teams.
  • Create new data-driven approaches for the purpose of generating business insights through data, information visualization, and addressing unanswered business issues in a proactive manner.
  • Understand data quality, data architecture and data modeling capabilities required to build and maintain data products and its consumption.
  • Strives to improve the quality of data solutions on a consistent basis.
  • Be a change agent that embraces and drives continuous improvement and change efforts at both an organizational and individual level and ensures the successful adoption of improvements/changes
  • Builds and manages a team across the work streams to realize their full potential and ensure successful delivery of the team objectives. This may include direct and indirect project team members.
  • Nurtures a positive environment, fostering new ideas and developing individual talent across the wider team, ensuring appropriate performance targets and development plans are in place.
  • Ensures the right culture and behaviors are promoted and communicated. Acts as a role model for the team and the senior leadership team.
  • Collaborate across teams to build strong, trusting partnerships and help to develop, motivate, retain, and recruit talent to build and support high-performing teams
  • Develop impeccable credibility and trust both internal and externally in the area of program management, execution, and governance
  • Track, manage, mitigate, and communicate risks, issues, and status as it relates to our global data transformational goals, strategic initiatives, and processes to various levels of management

Qualifications
  • 15+ years of experience as a data leader
  • Bachelor's degree or equivalent in work experience
  • Experience in insurance or similar industry in utilizing a consultative approach to understanding business needs
  • Experience in working through structured frameworks, with business stakeholders, for assessing and selecting key priorities for investment and development
  • Proven track record in leading large transformational efforts and demonstrating successful project management, leadership, and execution skills
  • Strong communication skills both verbal and written that clearly and concisely communicate concepts to varying levels of the organization
  • Energetic, self-starter who can independently multi-task across many different complex strategic programs to drive multiple deliverables concurrently
  • Creative problem solver with the ability to quickly identify and resolve errors through collaborative solutions
  • Experience in modern data platforms such as Snowflake, Databricks along with Cloud hosting platforms such as MS Azure, GCP or AWS is required
  • Data-driven decision maker; able to complete thorough research and investigation, yet quickly make decisions and present findings
  • Capable of working collaboratively with leaders and business partners
  • Understanding of applications and processes
  • Experience working across business, technical, IT, Digital and Operations teams to influence decisions and drive outcomes
  • Highly proficient in MS Office Products (Excel, Word, PowerPoint)

The pay range for the role is $196,000 to $284,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
About Us
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

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About Chubb

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Chubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. We are a unique global organization with a culture of individuals passionately committed to our respective crafts. With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients. Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights and values.

Industry

Insurance services

Company size

10,000+ Employees

Headquarters location

Warren, NJ, US