Insurance Retention & Cross-Sell Specialist

The Juris Agency; Schertz (TX); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off

Dental Insurance

Vision Insurance

Hands-on Training

Mon-Fri Schedule

Career Growth

Retirement Plan

Job summary

The Juris Agency is hiring a Customer Service & Retention Specialist to protect and grow our existing book of business in Texas. You will own client retention, relationship management, and account rounding, turning renewals into opportunities to deepen the relationship.

You’ll work closely with producers and have the ability to close cross-sells on existing households yourself, while maintaining accurate records in the CRM.

Qualifications

• Active Property & Casualty license required.
• Life & Health license within 90 days; licensing costs covered.
• Maintain P&C license for all serviced states (TX now; AZ later).
• 1+ year in client service, account management, or retention roles.
• Strong communication, follow-up, and conflict-resolution skills.
• High attention to detail and organization.
• Proficient with an agency management system/CRM.

Responsibilities

• Proactive Retention Management: Monitor renewal/cancellation reports and act to prevent non-renewals.
• Save at-risk policies via re-shopping, re-quoting, or education.
• Client Relationship Management: Primary contact for renewals and service questions.
• Resolve billing issues, claims concerns, and service problems to avoid retention risks.
• Coverage Reviews & Cross-Selling: Review policies, identify gaps, close cross-sell opportunities.
• Refer new-household opportunities to licensed producers.
• Documentation & Collaboration: Maintain accurate records in the agency system.
• Collaborate with producers and service teams to ensure a seamless client experience.

Skills

Communication

Follow-up

Conflict resolution

Detail orientation

Organization

CRM experience

Tools

CRM software

Job description

The Juris Agency is hiring a Customer Service & Retention Specialist to protect and grow our existing book of business in Texas. You will own client retention, relationship management, and account rounding, turning renewals into opportunities to deepen the relationship.

You’ll work closely with producers and have the ability to close cross-sells on existing households yourself, while maintaining accurate records in the CRM.