Insurance Retention Specialist (Remote)

Greylock Federal Credit Union; Montpelier (VT); Remote; USD 39,000 - 51,000; Full time

Benefits offered by this job

Medical, dental, vision plans

401k with employer match

PTO and profit sharing

Job summary

Greylock Federal Credit Union is seeking a Retention Specialist to strengthen policyholder loyalty by engaging customers, resolving premium concerns, and ensuring a positive service experience. The role requires independent decision making, deep product knowledge, and strong relationship skills to drive retention and cross-sell opportunities.

The position is full-time and hybrid with a sign-on bonus of $1,500.

Qualifications

• 2-5 years of insurance experience in personal lines.
• High School diploma or equivalent; insurance coursework preferred.
• Producer License required within 6 weeks of hire.
• Strong communication and relationship-building skills.
• Proficiency in Microsoft Office; familiarity with Applied EPIC preferred.

Responsibilities

• Conduct comprehensive personal lines remarkets for existing policyholders with fact-finding, risk assessments, underwriting reviews, carrier marketing, quoting, and policy binding activities.
• Proactively manage renewals by recommending coverage enhancements, deductible options, and discount opportunities.
• Partner with Account Managers, Sales Producers, and agency leadership to develop retention strategies and resolve complex customer situations.
• Identify opportunities to expand existing customer relationships through cross-selling and upselling insurance products and services.
• Maintain complete, accurate, and timely customer records within agency management systems and carrier platforms.
• Document all customer interactions, coverage recommendations, policy changes, retention efforts, and sales activities according to agency procedures.

Skills

Insurance experience

Customer service

Independent work

Communication

Education

High School diploma or equivalent

Producer License (within 6 weeks)

Tools

Microsoft Office

Applied EPIC (preferred)

Job description

Greylock Federal Credit Union is seeking a Retention Specialist to strengthen policyholder loyalty by engaging customers, resolving premium concerns, and ensuring a positive service experience. The role requires independent decision making, deep product knowledge, and strong relationship skills to drive retention and cross-sell opportunities.

The position is full-time and hybrid with a sign-on bonus of $1,500.