Personal Lines Retention Agent - Remote

Overview

The Personal Lines Retention Agent role is fully remote and focuses on providing exceptional service to individual clients while maintaining strong relationships.

In Short

• Fully remote position requiring an active P&C License.
• Engage in competitive sales incentive contests.
• Support individual clients in managing personal lines insurance.
• Process endorsement requests and manage account documentation.
• Maintain follow-up systems with insurance carriers.
• Provide excellent customer service and communication.
• Utilize technology for efficient workflow.
• Participate in personal and professional development programs.
• Work in a call center environment.
• Contribute to a supportive team culture.

Requirements

• High school graduate or equivalent; some college is a plus.
• 1+ year experience in sales or customer service.
• Excellent customer service and communication skills.
• Proficient in computer skills and basic software packages.
• Strong attention to detail and time management skills.
• Ability to act decisively and demonstrate good judgment.
• Intermediate to expert computer acumen.
• Strong oral and written communication skills.
• Self-starter willing to learn technical aspects of the business.
• Desire to help others protect their future.

Benefits

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