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Insurance Retention Agent Jobs in Utah (NOW HIRING)

Orion180

Inside P&C Insurance Agent

Draper, UT · On-site

Inside P&C Insurance Agent At Orion180, we don't just stand out for what we do; we shine because of ... Consistently hit KPIs in areas like policy volume, premium, conversion rates, retention, and ...

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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 Utah?

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

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

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

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

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

Insurance Retention Agent jobs near you

Personal Lines Sales Agent

Bluffdale, UT • On-site

Do Right Insurance
See more jobs at Do Right Insuranceexternal

$85K - $150K/yr

Contractor

Posted 12 days ago

Job description

Insurance Sales Agent

Earn $85,000–$150,000+ per year based on your production


About Do Right Insurance

For over 60 years, Do Right Insurance has operated on one principle: do the right thing — for clients and for the people who serve them. We have the carrier relationships, the reputation, and the infrastructure. Now we're building the sales team to match.


The Opportunity

We're hiring 1099 Sales Producers who are ready to take control of their income and build a book of business. This is a commission-based role with uncapped earning potential — and we give you real tools to build with:

  • Leads provided to help jumpstart your pipeline
  • Access to strong, competitive carrier partnerships
  • A team invested in your growth and development


What You'll Do

  • Prospect, quote, and close new business
  • Build and manage your own pipeline
  • Develop lasting client relationships and provide ongoing support
  • Stay current on products, carriers, and market trends


Compensation

  • $85,000–$150,000+ annually, based on production
  • 1099 independent contractor
  • Commission-based with uncapped earning potential
  • Optional draw during ramp-up (structure discussed at interview)


Performance Benchmarks

  • Minimum monthly production: $25,000 in written premium
  • Growth target: $100,000+ per month over time


How Success Is Measured

  • Monthly written premium against benchmarks
  • Close ratio — quotes converted to bound policies
  • Client retention and renewal rate
  • Growth of your book of business over time


This Role Is a Great Fit If You

  • Hold an active license — or are working toward one
  • Have a sales background and want to apply it in a high-upside environment
  • Are driven by goals and motivated by what you can control
  • Take ownership of your results and welcome coaching to get there faster


Why Do Right

  • Strong carrier markets and real product breadth
  • A team that develops you, not just manages you
  • 60+ years of trust and relationships you can leverage from day one


If you want to build something real — with the stability of an established company and the upside of a performance culture — we'd like to talk!