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Insurance Retention Agent Jobs in Bountiful, UT (NOW HIRING)

Pioneer Agency

Insurance Agent

Salt Lake City, UT · Remote

$50K - $75K/yr

... retention. * Stay current on industry trends, product updates, and licensing requirements for ... an insurance agent. * Remote work opportunities with a flexible schedule to support work-life ...

Promoted2

Remote Insurance Agent

Salt Lake City, UT · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

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All JobsInsurance Retention Agent JobsInsurance Retention Agent Jobs in Bountiful, UT

Insurance Retention Agent information

See Bountiful, UT salary details

$23.6K

$61.3K

$114.5K

How much do insurance retention agent jobs pay per year?

As of Aug 6, 2026, the average yearly pay for insurance retention agent in Bountiful, UT is $61,294.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $72,600.00 per year, depending on experience, location, and employer.

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 Bountiful, UT? For Insurance Retention Agent jobs in Bountiful, UT, the most frequently searched job titles are:
What job categories do people searching Insurance Retention Agent jobs in Bountiful, UT look for? The top searched job categories for Insurance Retention Agent jobs in Bountiful, UT are:
What cities near Bountiful, UT are hiring for Insurance Retention Agent jobs? Cities near Bountiful, UT with the most Insurance Retention Agent job openings:
Insurance Retention Agent jobs near you

Insurance Agent

Pioneer Agency

Salt Lake City, UT • Remote

$50K - $75K/yr

Other

Medical, Life, Retirement

Re-posted 3 days ago

Job description

Pioneer Agency is a fast-growing insurance agency providing life, health, and retirement insurance solutions for individuals and families. We are seeking motivated insurance agents to build a rewarding career in the insurance industry. No prior licensing is required; comprehensive licensing assistance and training are provided.

Key responsibilities

  • Consult with prospective and existing clients to assess life insurance, health insurance, and retirement planning needs.
  • Develop and present tailored insurance solutions and product recommendations that align with clients’ financial goals.
  • Manage leads, conduct timely follow-up, and convert prospects into clients (training and lead-management support provided).
  • Maintain accurate client records and ensure compliance with regulatory and company standards.
  • Provide ongoing client service, policy reviews, and support to foster long-term relationships and retention.
  • Stay current on industry trends, product updates, and licensing requirements for insurance agents.

What we offer

  • Step-by-step assistance through the insurance licensing process and continuing education support.
  • Comprehensive onboarding, sales training, and one-to-one mentorship to develop skills as an insurance agent.
  • Remote work opportunities with a flexible schedule to support work-life balance.
  • Competitive commission-based compensation with bonus potential tied to performance.
  • Clear advancement pathways within a supportive, team-oriented environment.

Qualifications

  • High school diploma or equivalent.
  • Strong verbal and written communication skills and professional interpersonal abilities.
  • Motivated, coachable, and goal-oriented with a commitment to client service.
  • Basic computer proficiency and comfort using CRM and virtual communication tools.
  • No prior insurance experience required; licensing and product training provided.

Work location and schedule

  • Remote role; Pioneer Agency is based in Jersey City, NJ.
  • Flexible hours; agents set schedules to meet client needs and business targets.

This role is suitable for individuals seeking remote insurance jobs, career growth as an insurance agent, and training toward life, health, and retirement insurance licensing.