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Insurance Retention Agent Jobs in Longview, TX (NOW HIRING)

The agent will actively network in the community, build long-term client relationships, and work to achieve sales and retention goals. Qualifications * Strong Insurance Sales skills, with the ability ...

Posted today

Insurance Retention Agent information

See Longview, TX salary details

$22.3K

$57.9K

$108.2K

How much do insurance retention agent jobs pay per year?

As of Aug 31, 2026, the average yearly pay for insurance retention agent in Longview, TX is $57,927.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $68,600.00 per year, depending on experience, location, and employer.

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 job categories do people searching Insurance Retention Agent jobs in Longview, TX look for?

The top searched job categories for Insurance Retention Agent jobs in Longview, TX are:

What cities near Longview, TX are hiring for Insurance Retention Agent jobs?

Cities near Longview, TX with the most Insurance Retention Agent job openings:

Licensed Insurance Agent

White Oak, TX • On-site

Other

Posted 22 hours ago

Posted today


Job description

Company Description Self-employed insurance professionals operate independently, building and managing their own book of business while serving the needs of individual and commercial clients. Working in White Oak, TX, this role offers the flexibility to design service offerings, select carrier relationships, and develop personalized coverage solutions. Independent agents typically manage all aspects of client engagement, from consultation and policy design to servicing and renewal. This environment is well suited for individuals who value autonomy, entrepreneurial growth, and direct impact on client financial protection.

Role Description This is a full-time, on-site Licensed Insurance Agent role based in White Oak, TX. The agent will meet with prospective and existing clients to assess their insurance needs, explain coverage options, and recommend suitable policies across personal and/or commercial lines. Daily responsibilities include generating leads, conducting consultations, preparing quotes, processing applications, and managing policy renewals and changes. The role also involves maintaining accurate records, ensuring compliance with state regulations and carrier requirements, and following up regularly to provide ongoing service and support. The agent will actively network in the community, build long-term client relationships, and work to achieve sales and retention goals.

Qualifications

  • Strong Insurance Sales skills, with the ability to prospect, qualify leads, and close new business.
  • Knowledge of Insurance products and coverage options, including policy structures and underwriting considerations.
  • Experience with Insurance is a plus.
  • Basic Finance understanding to explain premiums, deductibles, risk, and cost-benefit considerations to clients.
  • Excellent Customer Service skills to handle inquiries, resolve issues, and maintain long-term client relationships.
  • Active state insurance license (or eligibility to obtain) for relevant lines of authority (e.g., property and casualty, life and health).
  • Strong communication and interpersonal skills, with the ability to explain complex information in clear, accessible terms.
  • Organizational and time-management abilities to handle multiple clients, deadlines, and administrative tasks.
  • Comfort working independently in an entrepreneurial environment and meeting performance and compliance expectations.
  • High school diploma or equivalent required; additional coursework or certifications in insurance or finance are beneficial.