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Insurance Retention Agent Jobs in Washington (NOW HIRING)

BRANDT RAMSEY & ASSOCIATES LLC

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Insurance Producer

Alexandria, VA · On-site

This role focuses on building lasting client relationships while meeting sales and retention goals ... Minimum of 3 years of experience as an Insurance Producer or Insurance Sales Agent. * Active ...

BRANDT RAMSEY & ASSOCIATES LLC

Be Seen First

Insurance Producer

Alexandria, VA

This role focuses on building lasting client relationships while meeting sales and retention goals ... Minimum of 3 years of experience as an Insurance Producer or Insurance Sales Agent. * Active ...

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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

Products Representative - State Farm Agent Team Member

Wayne Shoemaker - State Farm Agent

Annapolis, MD • On-site

$40K - $66K/yr

Full-time

Retirement, PTO

Posted 2 days ago

New

Job description

Benefits:
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development
  • 401(k)
  • 401(k) matching
  • Bonus based on performance

ROLE DESCRIPTION:
As an Products Representative - State Farm Agent Team Member for Wayne Shoemaker - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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.
 
SEEKING TO HIRE FULL-TIME, IN-OFFICE WORK POSITION
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.
BENEFITS:
As an Agent Team Member, you will receive...
  • 401K
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement
  • Learn and grow in a professional environment with an experienced and successful agency
  • Individual mentoring and development
  • Clean, safe, friendly, and positive team atmosphere.
RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
  • Promote successful and long-lasting customer relations
  • Help our Agency grow through customer acquisition and retention 
  • Demonstrate a strong work ethic and attendance
  • Ability to be part of a Team focused environment and support meeting agency goals 
  • Willingness and ability to learn, and to follow directions of Team Leaders
QUALIFICATIONS:
  • Complete two pre-employment assessments about 30 mins each.  
  • 5 years work experience
  • Self-motivated and ability to work independently as well as part of a team
  • Able to produce results
  • Ability to multi-task
  • Experience managing client relationships
  • Able to effectively relate to a customer
  • Bilingual - Spanish preferred
  • Md State insurance licensing required
Why work at the Wayne Shoemaker Agency:
  • Over 30 years experience in the insurance and financial services business
  • 4.9 Google Review Star Rating 
  • Community involvement
  • Clean, safe, friendly, and positive team atmosphere
  • Individual mentoring and development
  • Professional license in your name
  • Come see the office at: wayneshoemaker.SFAgentJobs.com