Licensed Insurance Retention & Account Specialist

GEICO Maine; Portland (ME); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Dental Insurance

Vision Insurance

Hands on Training

Retirement Plan

Job summary

GEICO Maine in Portland, Maine is seeking a Licensed Insurance Retention & Account Specialist to strengthen customer relationships, protect the existing book of business, and grow accounts. You will conduct welcome calls, address pending cancellations, monitor inspections and renewals, and cross-sell additional coverages.

The role emphasizes proactive outreach, exceptional customer service, and thorough record-keeping.

Qualifications

• Licensed insurance professional with active Maine Property & Casualty or Personal Lines license.
• Experience in personal lines insurance and broad coverage knowledge.
• Ability to identify and pursue cross-selling opportunities while maintaining relationships.

Responsibilities

• Conduct welcome calls with newly insured customers to review policies and onboarding experiences.
• Build and maintain strong relationships with existing customers through proactive outreach.
• Identify opportunities to cross-sell auto, homeowners, renters, umbrella, and other coverages.
• Provide quotes, discuss options, and assist customers with purchasing policies.
• Follow up on post-sale paperwork, documentation, and underwriting requirements.
• Monitor inspections, renewals, and cancellations; address outstanding items.
• Assist customers with billing questions, policy changes, and service needs.
• Maintain records of interactions and follow-ups; ensure compliance and data accuracy.

Skills

Customer service

Relationship building

Outbound calling

Cross-selling

Communication

Organization

Problem solving

Attention to detail

Team collaboration

Record keeping

Tools

CRM software

Agency management systems

Job description

Job Description

We’re looking for an experienced, licensed insurance professional to join our locally owned GEICO insurance agency in Portland, Maine!

As our Licensed Insurance Retention & Account Specialist, you’ll be responsible for strengthening customer relationships, protecting our existing book of business, and identifying opportunities to grow customer accounts.

You'll conduct welcome calls with new customers, proactively address pending cancellations, monitor homeowners insurance inspections and renewals, follow up on outstanding documentation, and cross-sell additional insurance products.

This position is ideal for someone who enjoys building relationships, takes ownership of customer issues, and understands the importance of both customer retention and account growth.

We’re looking for someone who is proactive, highly organized, comfortable making outbound calls, and committed to providing exceptional customer service.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Dental Insurance
• Vision Insurance
• Hands on Training
• Retirement Plan

Responsibilities

• Conduct welcome calls with newly insured customers to answer questions, review their policies, and ensure a positive onboarding experience.
• Build and maintain strong relationships with existing customers through proactive outreach and personalized service.
• Identify opportunities to cross-sell additional insurance products, including auto, homeowners, renters, umbrella, and other available coverages.
• Provide quotes, discuss coverage options, and assist customers with purchasing additional insurance policies.
• Follow up on outstanding post-sale paperwork, signatures, documentation, and underwriting requirements to ensure policies remain in good standing.
• Monitor homeowners insurance inspections and follow up with customers regarding inspection results, required repairs, recommendations, and outstanding documentation.
• Proactively contact customers with pending cancellations to address concerns, resolve issues, and prevent avoidable policy cancellations.
• Review upcoming homeowners insurance renewals, identify potential issues, and contact customers regarding necessary updates or changes.
• Monitor policy cancellations, nonrenewals, and outstanding requirements to ensure timely follow-up and resolution.
• Assist customers with billing questions, policy changes, coverage questions, and other service-related needs.
• Identify potential coverage gaps and recommend appropriate insurance solutions based on customer needs.
• Maintain detailed and accurate records of customer interactions, policy updates, follow-up activities, and outstanding tasks.
• Utilize agency management systems and tracking tools to monitor retention activities, deadlines, and customer accounts.
• Collaborate with other agents and team members to resolve customer concerns and ensure a seamless customer experience.
• Meet established performance goals related to customer retention, outbound calls, cross-selling, and account management.
• Maintain compliance with insurance regulations, underwriting guidelines, and agency procedures while protecting confidential customer information.

Requirements

• Active Maine Property & Casualty or Personal Lines insurance producer license required.
• Previous experience in personal lines insurance preferred.
• Strong understanding of auto, homeowners, renters, and other personal insurance products.
• Experience with insurance policy servicing, renewals, cancellations, and underwriting requirements.
• Ability to identify and independently pursue cross-selling opportunities.
• Excellent customer service and relationship-building skills.
• Strong communication, organization, and problem-solving abilities.
• Exceptional attention to detail and follow-through.
• Comfortable making outbound customer calls and handling difficult conversations.
• Ability to manage multiple customer accounts, deadlines, and follow-up tasks.
• Proficiency with insurance management systems, CRM software, and general computer applications.
• Self-motivated, dependable, and comfortable working toward measurable performance goals.