Insurance Retention Specialist

Boston, Massachusetts, United States | Agency | Full-time | Partially remote

Apply by: Nov. 30, 2021

You will have a unique opportunity to work alongside our most experienced and successful sales leaders and customer service team, shadowing as part of your training and growth. The Retention Specialist is responsible for making sure any new customers and  our renewal customers have a positive and efficient process with our agency while being on-boarded to our system.


  • Interact via our phone system with all customers to ensure their needs are being met by our agency
  • Conduct account reviews on renewals that are assigned, provide clients with insurance quotes
  • Learn to solve customer problems by identifying client insurance needs
  • Review all supporting documents in EZLynx to confirm key items have been documented
  • Access and review all carrier sites to confirm if any customers have pending issues
  • Check accounts to see if there are any cross-sell opportunities during the renewal process
  • Track renewal process and individual goals to align with retention team goals
  • Attend monthly retention team meetings
  • May be assigned projects to assist Retention team leader
  • Support Customer Service Advocate team when needed


  • Education - a formal degree is not required but will require 3 years of insurance experience
  • Technology Savvy - ability to work with many technology platforms and carrier websites
  • Passion for learning - willing to work hard and learn our systems and ever-changing insurance industry 
  • Attention to Detail & Organization - This is insurance after all (cross the Ts and dot the I’s)
  • License in Personal Lines and/or Property & Casualty is mandatory
  • Bilingual is a plus

Perks of Joining the Team

  • Competitve salary
  • Comprehensive health benefits
  • Paid Time Off, Paid Holidays and Birthdays
  • 401k Savings Plan with company contribution
  • Flexible work schedules, casual dress & work environment
  • Career advancement opportunities

Check out for additional company information

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