ZipRecruiter

Log In

1

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 ...

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 ...

Cornerstone Residential

Leasing Agent

Ogden, UT · On-site

$17 - $18/hr

Promote positive resident/management relations, to retain desirable residents. Place customer need ... Supplemental Insurance available * Employer paid Life, AD&D, LTD, and STD * 401k Plan * Paid ...

Cornerstone Residential

Leasing Agent

Ogden, UT · On-site

$17 - $18/hr

Promote positive resident/management relations, to retain desirable residents. Place customer need ... Supplemental Insurance available * Employer paid Life, AD&D, LTD, and STD * 401k Plan * Paid ...

previous page

Showing results 41-60

All JobsInsurance Retention Agent JobsInsurance Retention Agent Jobs in Utah

Insurance Retention Agent information

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 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 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 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 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

Outbound Sales Agent

Cyprus Credit Union

West Jordan, UT • On-site

$19.56/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Cyprus Credit Union rating

7.7

Company rating: 7.7 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

We are hiring an Outbound Sales Agent. Are you passionate about customer service and have a strong work ethic that embodies what credit unions stand for? Are you interested in starting a career with an exciting and respected financial institution that offers opportunities for comradery, professional growth, and advancement? If so, please read on!
The future of Cyprus Credit Union is only as bright as our team. We employ a team of like-minded banking professionals. In order to attract and retain quality talent, we offer competitive pay, and comprehensive benefits, provide opportunities for employee advancement, share resources for career development, and encourage a work-hard/play-hard lifestyle. Additionally, we value diversity, volunteering for our communities and taking steps to do our part in reducing our carbon footprint.
As an Outbound Sales Agent you will earn a competitive pay depending on your experience and qualifications with the opportunity for bonuses and incentives. We also offer both our part-time and full-time employees the following comprehensive benefits:
  • Health, dental, life, and vison insurance plans
  • 401k and retirement savings plan
  • 12 paid holidays
  • Paid day off for your birthday
  • PTO that will start accumulating on day one
  • Earn additional PTO when you volunteer in the community
  • Competitive tuition reimbursement

Due to our "Most loved" atmosphere, Cyprus Credit Union was named one of the BEST credit unions to work for since 2020!
Here at Cyprus we value the success and rewards that come as we learn and grow together! Through our "career pathing "programs we offer continuous trainings that can provide you with opportunities in advancement. If this sounds like something you have been waiting for, don't hesitate apply now to start your future with Cyprus!
A DAY IN THE LIFE AS AN OUTBOUND SALES AGENT
The Outbound Sales Agent at Cyprus Credit Union is responsible for promoting credit union products as a professional inside sales representative. The primary focus is on making outbound phone calls to existing members to refinance loans from other financial institutions, with the aim of making Cyprus CU their primary financial institution. This role includes contacting members who have recently received loans from Cyprus CU, ensuring customer satisfaction, promoting insurance products (GAP), and providing valuable recommendations to management for product development, pricing, and sales projections. This position will be responsible for Performing the following duties:
  • Conduct outbound phone calls to prospective members, with leads provided from recent loan recipients.
  • Prospect for new accounts and explore opportunities to grow existing ones.
  • Develop member relationships through regular phone calls and lead follow-ups.
  • Track sales deals, meet quotas, and achieve sales goals.
  • Ensure timely delivery of products.
  • Maintain positive relationships with members through phone contact.
  • Gather member feedback to improve products and services.
  • Resolve member requests, complaints, and issues.
  • Promote goodwill and uphold a positive image of the credit union.
  • Set sales goals in alignment with company objectives and monitor progress.

EDUCATION
High school diploma or equivalent.
REQUIRED KNOWLEDGE
Knowledge of company products and services.
Understanding of product positioning and competitive conditions.
Knowledge of inside sales strategies and techniques.
EXPERIENCE REQUIRED
Previous sales experience helpful.
SKILLS/ABILITIES
Strong interpersonal and public relations skills. Excellent sales abilities.
Well organized. Problem solving abilities. Able to use computer tracking system.
READY TO JOIN OUR TEAM
If you feel that you would be a great addition to our team and meet the qualifications, then please apply on the system in front of you. We understand that your time is valuable and we won't put you through a long drawn out process. We look forward to meeting you!

What Cyprus Credit Union employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply