Personal Lines Renewal Specialist: Client Care Expert

Impact Performance Team

Edmonds (WA)

À distance

USD 50 000 - 55 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Medical Insurance
Dental Insurance
Vision Insurance
401(k) match
Paid time off
Paid continuing education

Résumé du poste

Impact Performance Team is seeking a Retention Specialist in the United States. The role focuses on personal lines insurance, renewal reviews with clients, and maintaining strong client relationships to ensure continued protection and satisfaction.

The successful candidate will manage a large book, work PST hours, and collaborate with a team to deliver a world-class client experience. Compensation starts at $50,000–$55,000 with mentorship and benefit offerings.

Qualifications

  • Minimum of 2 years of personal lines insurance experience in a client-facing role.
  • Must have a current P&C insurance license.
  • Open to candidates nationwide but must be able to work PST hours (8-5, M-F).

Responsabilités

  • Review policies at renewal with clients to choose the best path for the next period.
  • Consider re-marketing accounts across carriers for better options.
  • Own a book of 2,000+ accounts annually.
  • Collaborate with teams to deliver a boutique client experience.

Connaissances

Personal lines
Client-facing
P&C license
Relationship-building

Description du poste

Impact Performance Team is seeking a Retention Specialist in the United States. The role focuses on personal lines insurance, renewal reviews with clients, and maintaining strong client relationships to ensure continued protection and satisfaction.

The successful candidate will manage a large book, work PST hours, and collaborate with a team to deliver a world-class client experience. Compensation starts at $50,000–$55,000 with mentorship and benefit offerings.

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