Personal Lines Retention Agent - Remote

Overview

The Personal Lines Retention Agent is responsible for providing high-level service to individual clients and maintaining strong customer relationships in a fully remote environment.

In Short

• Fully remote position requiring an active P&C License.
• Engage with clients to evaluate risks and develop tailored solutions.
• Participate in competitive sales incentive contests.
• Process endorsement requests and manage account documentation.
• Maintain follow-up systems with insurance carriers.
• Issue certificates of insurance and manage policy documentation.
• Provide sales support and enter policy information into databases.
• Focus on personal and professional development.
• Requires excellent customer service and communication skills.
• Ideal for self-starters with strong attention to detail.

Requirements

• High school graduate or equivalent (some college preferred).
• 1+ years of experience in sales or customer service.
• Proficient in computer skills and basic software packages.
• Strong oral and written communication skills.
• Excellent time management and decision-making abilities.
• Ability to embrace and utilize the latest technologies.
• Demonstrates good judgment and acts decisively.
• Strong attention to detail.

Benefits

• Progressive work environment in a rapidly growing organization.
• Opportunity for personal and professional development.
• Access to resources in technology and industry expertise.
• Supportive team culture with a focus on empowerment.