Insurance Onboarding and Retention Manager

Job Description

The SW Portland location of The John Wanderscheid Agency is seeking a retention Professional to join one of the top-performing teams in the Northwest!

We are a dynamic, customer-focused insurance agency committed to providing exceptional service and tailored solutions. Our mission is to protect what matters most to our clients while building lasting relationships through trust and reliability. We are looking for a results-driven Insurance Onboarding and Retention Manager to join our team and make a meaningful impact.

Role Overview:

As our Onboarding and Retention Manager, you will play a key role in delivering a seamless and positive experience for new and existing customers. From welcoming clients to cross-selling additional products, your expertise will drive retention, satisfaction, and growth.

We are looking for self-driven individuals who are ''A'' players and want to make a great living! Our work environment is fast-paced, upbeat, and results-driven. You must have an active P&C or personal lines license for this position. Our training and resources are top-notch and if you have what it takes, we will take care of getting you up to speed. Your main goal will always be to put the prospect's best interest first in order to properly protect them. If you are looking for a career on a high-performing team that cares about people, we want to talk to you!

Why Join Us?

• Competitive base salary and uncapped commission structure
• Comprehensive training and ongoing professional development
• Exciting incentives and bonuses for top performers
• Collaborative and supportive team environment
• Opportunity for rapid career advancement
• Cutting-edge technology and resources
• Make a positive impact by helping clients protect what matters most

We offer a base salary commission team bonus. We also offer paid holidays, PTO, health insurance allowance, 401K and 8-5 hours Monday through Friday. If you are a successful agent looking for a regular schedule and a great work life balance this could be the opportunity for you.

Salary: $40000.00 - $100000.00 per year

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Retirement Plan

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Evenings Off

Health Insurance Allowance

• New Customer Onboarding: Ensure a smooth and welcoming onboarding process for all new clients by walking them through their policies and answering questions.
• Policy Reviews: Conduct regular policy reviews to ensure coverage meets clients evolving needs and identify opportunities for improvement.
• Retention Efforts: Proactively handle cancellation calls with empathy and professionalism, addressing concerns and offering solutions to retain clients.
• Late Payment Outreach: Manage outreach to clients with late payments to maintain coverage and ensure their needs are met.
• Cross-Selling: Identify opportunities to offer additional lines of business that align with clients' needs, adding value to their coverage portfolios.
• Tracking & Reporting: Maintain detailed records

• Active Insurance License (Property & Casualty/Life & Health, as applicable).
• Proven track record of success in a similar role, with strong experience in onboarding, retention, and cross-selling within the insurance industry.
• Exceptional interpersonal and communication skills to build trust and rapport with clients.
• Ability to handle sensitive client situations with professionalism and a solutions-focused mindset.
• Strong organizational and time-management skills with attention to detail.
• Proficiency in relevant insurance software and tools.
• Goal-oriented and self-motivated
• Ability to thrive in a fast-paced environment

The Wanderscheid Agency's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other.