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Insurance Retention Agent Jobs in Washington (NOW HIRING)

The Atlantic District

Lead Agent

Centreville, VA · On-site

$220K - $250K/yr

At The Atlantic District, we believe that insurance is about far more than just policies and ... Demonstrated success in meeting sales targets and retention goals. Experience mentoring junior ...

New

Geico

Director, Agent Marketing

Bethesda, MD · On-site

... auto insurers in the United States. When you join our company, we want you to feel valued ... Retention and persistency * Bundling and cross-sell * Local market visibility and engagement

AAA Mid Atlantic

Insurance Sales Agent

Annapolis, MD

$55K - $70K/yr

Sales focused with a dedicated Customer Service & Policy Retention teams * Opportunity to build ... The primary duties of the Insurance Sales Agents are: * Identify customer needs and recommend ...

GEICO Local Office

Insurance Sales Agent

Rockville, MD · On-site

$60K - $120K/yr

Our office works year round to grow and retain clients who entrust their home, auto and other insurance to us What you would do in this role: * Learn the basics of insurance and how to sell insurance ...

GEICO Local Office

Insurance Sales Agent

Rockville, MD · On-site

$60K - $120K/yr

Our office works year round to grow and retain clients who entrust their home, auto and other insurance to us What you would do in this role: * Learn the basics of insurance and how to sell insurance ...

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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 Washington?

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

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

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

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

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

Insurance Retention Agent jobs near you

Retention/Growth Specialist

JAMES MENSAH INSURANCE AGENCY INC

Wheaton, MD • On-site

Full-time

Re-posted 22 days ago

Job description

James Mensah Agency

Job Description – Retention/Growth Specialist

Position Overview

State Farm Insurance Agent located in Wheaton, MD is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Wheaton, MD - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. (One Remote Day (Thursdays).

Job Duties and Responsibilities:

  • Call prospects to offer them State Farm Products

  • Call ex-customers to offer them the opportunity to come back to State Farm

  • Call existing customers to schedule appointments

  • Gather customer data for quotes: Auto, Homeowners, and Life Insurance

  • Follow up with customers to obtain documents for Auto, Homeowners and Life Policies

  • Send mailers to customers to market State Farm Products

  • File client data

  • Fax documents to clients

  • Run Internal and external Marketing/Referrals Campaigns with New and existing Business Owners and clients

  • Complete other tasks as necessary

Requirements

  • Required bilingual English and Spanish

  • Successful track record of meeting sales goals/quotas preferred
  • Interest in marketing products and services based on customer needs
  • People-oriented
  • Property and Casualty license (must be able to obtain)
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Self-motivated
  • Detail oriented
  • Dedicated to customer service
  • Ability to multi-task

Wheaton, MD - State Farm Agent

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Wheaton, MD and help customers with their insurance and financial service’s needs, including:

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

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.

Company Description

Helping people manage the risks of everyday life