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Insurance Retention Agent Jobs in Utah (NOW HIRING)

Cyprus Credit Union

Outbound Sales Agent

West Jordan, UT · On-site

$19.56/hr

In order to attract and retain quality talent, we offer competitive pay, and comprehensive benefits ... Health, dental, life, and vison insurance plans * 401k and retirement savings plan * 12 paid ...

Cyprus Credit Union

Outbound Sales Agent

West Jordan, UT · On-site

$19.56/hr

In order to attract and retain quality talent, we offer competitive pay, and comprehensive benefits ... Health, dental, life, and vison insurance plans 401k and retirement savings plan12 paid holidays ...

Expeditors

Ocean Export Agent

Salt Lake City, UT · On-site

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 ...

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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

Account Manager - State Farm Agent Team Member

Bluffdale, UT • On-site

State Farm
Insurance Services • 10K+ employees
Learn more about State Farmexternal

$40K - $60K/yr

Full-time

PTO

Re-posted 17 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,568 frontline employees who took The Breakroom Quiz

Job description

Responsive recruiter
Replies within 24 hours
Benefits:
  • License Reimbursment
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Brad Smith - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Develop and maintain customer relationships to drive retention and growth.
  • Conduct policy reviews and provide recommendations to customers.
  • Oversee the resolution of complex customer issues.
  • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

QUALIFICATIONS:
  • Experience in insurance sales or account management preferred.
  • Leadership and interpersonal skills.
  • Proven track record of meeting sales targets.
  • Willingness to engage in sales conversations.

Compensation: $40,000.00 - $60,000.00 per year
Ready to Launch Your Career?
We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Business Insurance.
  • Our office is located in Provo, UT.
  • I have been a State Farm agent since 2013.
  • Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
  • I am a proud graduate of BYU and UVU.
  • Our agency has received awards including: Ambassador Travel and Legion of Honor
  • Additional languages spoken: Spanish

Apply now and let us put you on the path to success
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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