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Insurance Retention Agent Jobs in Washington, DC

Alchemy Financial Group

Insurance Agent

Manassas, VA · On-site

$75K - $105K/yr

About the Insurance Agent Position We're seeking a motivated and competitive worker to join our ... Provide continual service by processing insurance renewals and working to retain clients * Track ...

Alchemy Financial Group

Insurance Agent

Alexandria, VA · On-site

$75K - $105K/yr

About the Insurance Agent Position We're seeking a motivated and competitive worker to join our ... Provide continual service by processing insurance renewals and working to retain clients * Track ...

Alchemy Financial Group

Insurance Agent

Manassas, VA · On-site

$75K - $105K/yr

About the Insurance Agent Position We're seeking a motivated and competitive worker to join our ... Provide continual service by processing insurance renewals and working to retain clients * Track ...

Alchemy Financial Group

Insurance Agent

Fairfax, VA

$75K - $105K/yr

About the Insurance Agent Position We're seeking a motivated and competitive worker to join our ... Provide continual service by processing insurance renewals and working to retain clients * Track ...

Alchemy Financial Group

Insurance Agent

Fairfax, VA · On-site

$75K - $105K/yr

About the Insurance Agent Position We're seeking a motivated and competitive worker to join our ... Provide continual service by processing insurance renewals and working to retain clients * Track ...

Alchemy Financial Group

Insurance Agent

Alexandria, VA · On-site

$75K - $105K/yr

About the Insurance Agent Position We're seeking a motivated and competitive worker to join our ... Provide continual service by processing insurance renewals and working to retain clients * Track ...

Farmers District 68

Insurance Agent

Woodbridge, VA · On-site

$50K - $70K/yr

... an Insurance Agent. Our nurturing atmosphere and extensive training programs will equip you with ... Sales Growth and Retention: Drive sales initiatives to expand agency presence and boost revenue ...

Farmers District 68

Insurance Agent (copy9)

Sterling, VA · On-site

$50K - $70K/yr

... an Insurance Agent. Our nurturing atmosphere and extensive training programs will equip you with ... Sales Growth and Retention: Drive sales initiatives to expand agency presence and boost revenue ...

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All JobsInsurance Retention Agent JobsInsurance Retention Agent Jobs in Washington, DC

Insurance Retention Agent information

See Washington, DC salary details

$28.3K

$73.6K

$137.6K

How much do insurance retention agent jobs pay per year?

As of Aug 9, 2026, the average yearly pay for insurance retention agent in Washington, DC is $73,643.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,400.00 and $87,200.00 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 Washington, DC? For Insurance Retention Agent jobs in Washington, DC, the most frequently searched job titles are:
What job categories do people searching Insurance Retention Agent jobs in Washington, DC look for? The top searched job categories for Insurance Retention Agent jobs in Washington, DC are:
Insurance Retention Agent jobs near you

Insurance Agent

Alchemy Financial Group

Manassas, VA • On-site

$75K - $105K/yr

Full-time

Re-posted 3 days ago

Job description

About the Insurance Agent Position
We're seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with Alchemy Financial, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.
Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you'd excel as an Insurance Agent, we'd love to hear from you.
Insurance Agent Responsibilities
  • Identify opportunities to sell life, health, or car insurance to a variety of clients, working with them to find the policy that best suits their needs
  • Go through policies with clients so that they have an understanding of the insurance costs and benefits
  • Work alongside marketing team members to further client outreach
  • Work alongside insurance adjusters
  • Maintain all client records
  • Provide continual service by processing insurance renewals and working to retain clients
  • Track insurance claims to ensure the satisfaction of all parties
  • Distribute policy funds after a claim has been settled
  • Answer client and potential client insurance-related queries as needed
Insurance Agent Requirements
  • [2+] years experience as an Insurance Agent
  • BA/BS in business, economics, or related field preferred
  • Appropriate insurance licensing where required by law
  • Excellent customer service skills
  • Superb communication and negotiation skills
  • In-depth knowledge of different types of insurance, including life, health, and car insurance
  • Strong organizational and time-management skills
  • Proficient software skills, including Microsoft Office Suite

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