Personal Lines Retention Agent (Remote)

Horan Securities, Inc.; Des Plaines (IL); Remote; USD 40,000 - 60,000; Full time

Job summary

Join a dynamic team dedicated to empowering clients and protecting their futures. This fully remote role as a Personal Lines Retention Agent offers a chance to excel in a supportive environment where your communication skills and customer service expertise will shine. Engage in a competitive atmosphere, participate in sales contests, and help others while growing your career in a progressive organization. With opportunities for personal and professional development, this position is perfect for self-motivated individuals who value integrity and relationship building.

Qualifications

• 1+ year experience in sales or customer service is required.
• Proficient in computer skills and software.

Responsibilities

• Work effectively in a call center environment.
• Process endorsement requests and manage account documentation.

Skills

Customer Service

Communication Skills

Sales Experience

Attention to Detail

Time Management

Education

High School Diploma

College Experience

Tools

Computer Skills

Current Technologies

Job description

**This role is fully remote and requires an active P&C License**

About us:

VIU by HUB is a team of entrepreneurs dedicated to empowering our clients by protecting businesses and individuals in our communities. We evaluate risks and develop tailored solutions, fostering a supportive environment for our employees. As a global firm, we combine technological resources and industry expertise with local office cultures.

Our team is expanding, and we seek a "people person" passionate about helping others. If you enjoy learning new skills and facing challenges, this role is ideal. The Personal Lines Retention Agent delivers excellent service to our clients and maintains strong relationships.

We are the perfect fit if you…

• Are driven by competition.
• Enjoy participating in sales incentive contests.
• Want to work for the #1 Personal Lines Broker in the US.
• Seek a progressive, growing organization.
• Use internal resources to assist customers.
• Desire to help others protect their future.
• Have an entrepreneurial spirit and seek growth opportunities.
• Focus on learning and industry knowledge.
• Are organized with a solid follow-up process.
• Possess excellent verbal and written communication skills.
• Are self-motivated and willing to learn technical aspects.
• Value integrity and relationship building.

Responsibilities:

• Work effectively in a call center environment.
• Process endorsement requests and secure carrier pricing.
• Manage and follow up on account documentation.
• Maintain communication with insurance carriers.
• Provide additional information to underwriters as needed.
• Issue certificates of insurance and related documents.
• Process lost policy releases and correspondence.
• Perform duties and projects as assigned.
• Manage agency systems to ensure accurate revenue recording.
• Support sales activities, including policy rating and data entry.
• Engage in personal and professional development programs.

Qualifications:

• High school diploma or equivalent; college experience is a plus.
• 1+ year experience in sales or customer service.
• Proficiency with current technologies.
• Excellent customer service and communication skills.
• Proficient in computer skills and software.
• Strong judgment and decision-making abilities.
• Attention to detail with good time management.

#VIUbyHUB

Department: Sales

Experience: 1-2 years relevant experience

Travel: Negligible

Education: High school or equivalent

HUB International Limited is an equal opportunity employer committed to diversity and inclusion.

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