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Insurance Retention Agent Jobs in Martinez, CA (NOW HIRING)

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Insurance Retention Agent information

See Martinez, CA salary details

$29.1K

$75.8K

$141.6K

How much do insurance retention agent jobs pay per year?

As of May 28, 2026, the average yearly pay for insurance retention agent in Martinez, CA is $75,756.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,800.00 and $89,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Retention Agent, and why are they important?

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 are Insurance Retention Agents?

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 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 popular job titles related to Insurance Retention Agent jobs in Martinez, CA? For Insurance Retention Agent jobs in Martinez, CA, the most frequently searched job titles are:
What job categories do people searching Insurance Retention Agent jobs in Martinez, CA look for? The top searched job categories for Insurance Retention Agent jobs in Martinez, CA are:
What cities near Martinez, CA are hiring for Insurance Retention Agent jobs? Cities near Martinez, CA with the most Insurance Retention Agent job openings:
Insurance Retention Agent jobs near you
Infographic showing various Insurance Retention Agent job openings in Martinez, CA as of May 2026, with employment types broken down into 80% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $75,756 per year, or $36.4 per hour.
Insurance Retention Specialist

Insurance Retention Specialist

Delos Insurance Solutions

San Francisco, CA • On-site, Remote

$75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

About Delos
Delos Insurance Solutions is a tech-enabled MGA specializing in underwriting complex homeowners risks, particularly in catastrophe-exposed regions. By combining proprietary risk models, cutting-edge technology, and deep industry expertise, we're redefining how insurance is distributed. Backed by top-tier investors, we are rapidly scaling and seeking driven team members to help shape the future of insurance.
Position Overview
We are seeking a proactive, agent-facing Retention Specialist to support policy preservation and premium retention across both new business and renewals as well as support the California FAIR Plan depopulation initiative. This is an outbound, sales-oriented role that partners closely with agents, underwriting, and customer service teams to convert policies from pending cancellation or pending renewal status into active, paid, and in-good-standing policies.
This role is highly cross-functional and focuses on preventing policy attrition before it occurs, rather than reacting to inbound service requests. The Retention Specialist will also play a key role in supporting California FAIR Plan to Delos conversions, ensuring policies meet underwriting criteria and remain active post-bind.
Key Responsibilities:
  • Drive Policy Retention : Own outbound efforts to convert at-risk new business and renewal policies into active, paid policies, directly impacting new and retained premium.
  • Resolve Cancellation Risks: Quickly identify and overcome barriers to policy retention (e.g., payment issues, documentation gaps, underwriting requirements) through targeted outreach.
  • Analyze & Act on Trends: Identify patterns in new business and renewal cancellations and proactively address root causes to improve retention performance.
  • Agent & Partner Engagement: Build strong relationships with agents and internal teams to streamline communication, accelerate issue resolution, and drive policy completion.
  • Support FAIR Plan Conversions: Drive new business growth by supporting the conversion of California FAIR Plan policies to Delos, including pre-underwriting alignment and readiness.
  • Collaborate to Improve Outcomes: Partner cross-functionally with underwriting and service teams to remove friction, improve processes, and increase overall retention.

Key Metrics for Success:
Retention Premium: Volume of at-risk premium successfully converted back to active status
Outbound Activity: Number of proactive outbound engagements conducted monthly
Qualifications:
  • Active Property & Casualty (P&C) insurance producer license required in any U.S. state. If not currently licensed in California, candidates must be eligible to obtain and maintain a Californianon-resident insurance license within 90 days of hire.
  • 2-5+ years of experience in insurance operations, customer retention, or sales (P&C preferred)
  • Strong understanding of policy lifecycle, including underwriting, billing, and renewals
  • Experience in outbound engagement, account management, or retention-focused roles
  • Ability to analyze data and identify trends in policy risk and retention opportunities
  • Strong communication skills with the ability to influence agents and stakeholders
  • Highly organized with the ability to manage multiple workflows and priorities
  • Proactive, solution-oriented mindset with a focus on ownership and results

Compensation and Benefits
  • Competitive base salary + performance-based bonus
  • Remote flexibility across the U.S.
  • Unlimited PTO, including sick leave and company holidays
  • Comprehensive medical, dental, vision, and life insurance
  • 401(k) retirement savings plan
  • Professional development support

The pay range for this role is:
75,000 - 75,000 USD per year (Remote)

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