What are the responsibilities and job description for the Retention Specialist - Homeowners Insurance position at Talluto, Cowan And Valley LLC?
Job Description
Retention Specialist for Homeowners Insurance - Brokered Policies
Are you a proactive problem-solver with a passion for customer service? We are seeking a Retention Specialist to help retain policyholders by ensuring seamless policy management and customer satisfaction. Work remote options available but must live locally to attend quarterly team meetings.
Why join us?
Competitive salary and benefits package.
Additional commission options.
Opportunities for career growth in the insurance industry
Supportive team environment focused on customer success.
Benefits
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Evenings Off
Retirement Plan
Career Growth Opportunities
Hands on Training
Parental Leave
Responsibilities
Key Responsibilities:
Customer Outreach - Contact policyholders regarding overdue payments, policy changes, and renewal options to ensure continuous coverage.
Underwriting Assistance - Work with underwriting teams to resolve policy issues, missing documents, and eligibility concerns.
Non-Renewal Management - Assign and coordinate non-renewals for potential rewrite opportunities, ensuring clients maintain coverage.
Policy Retention - Identify at-risk policies and develop strategies to improve customer retention.
Agent & Client Support - Assist agents and clients with policy questions, endorsements, and general account management.
Compliance & Documentation - Ensure all interactions and policy adjustments are properly documented in accordance with company and industry regulations.
Requirements
Qualifications:
Must have an active 2-20 or 4-40 license.
Experience in homeowners insurance, customer service, or policy retention is preferred.
Strong communication and problem-solving skills.
Ability to work efficiently in a fast-paced environment and manage multiple tasks.
Knowledge of underwriting guidelines and policy servicing is a plus.
Proficiency in insurance management systems and basic office software.
Salary : $40,000 - $55,000
