Insurance Retention Specialist, Dallas & Customer Retention
Overview
You will own policy retention for a book of 2,000+ clients, driving renewal rates and reducing cancellations at Paine Insurance Group in Dallas. You join a tight-knit service team that backs producers and account managers, collaborating daily on retention strategies. This role stands out for its hands-on training and career growth opportunities, with a clear path to senior service roles.
What You'll Do10
- 1Call existing policyholders to review coverage, renewals, and account changes within the first 90 days.
- 2Identify retention risks and implement retention strategies to prevent policy cancellations, targeting a 5% reduction in churn.
- 3Conduct policy reviews and recommend coverage solutions that align with client needs, using comparative rater tools.
- 4Resolve customer inquiries regarding billing, coverage, claims, and policy changes via phone and email.
- 5Build client relationships through regular outreach and follow-up, scheduling quarterly check-ins for top accounts.
- 6Log every interaction in the agency management system and CRM to maintain accurate records.
- 7Collaborate with producers and account managers to resolve client concerns and support renewal workflows.
- 8Track retention metrics and report weekly on cancellation reasons and at-risk accounts.
- 9Spot cross-selling and upselling opportunities during conversations, referring leads to the sales team.
- 10Support automation campaigns and renewal workflows to streamline client engagement.
Requirements7
- 12+ years of customer service, account management, or insurance experience.
- 2Active Insurance License with the Texas Department of Insurance.
- 3High school diploma or equivalent.
- 4Excellent verbal and written communication skills.
- 5Strong organizational and time-management abilities.
- 6Ability to handle sensitive customer situations professionally.
- 7Proficiency with CRM software and Microsoft Office.
Salary Insight
$40 - $50k per year
Location
Required Skills
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