Personal Lines Retention Specialist

Tech Sales Jobs; Edmonds (WA); Remote; USD 50,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance available

Vision Insurance available

401(k) with company match

Paid time off

Paid continuing education

Job summary

Tech Sales Jobs is seeking a driven Personal Lines Retention Specialist to join a growing independent insurance agency that serves clients across 39 states. You will renew policies, review client histories, and ensure accurate setup for the year ahead while maintaining exceptional service.

The role requires a strong client-service mindset, deep personal lines knowledge, and the ability to work PST hours. A comprehensive benefits package and career mentorship are provided.

Qualifications

• Minimum of 2 years of personal lines insurance experience in a client-facing role.
• Must have a current P&C license.
• May be located anywhere nationwide but must be able to work PST hours (8-5, M-F).
• A natural relationship-builder and leader who is warm, clear, and genuinely easy to talk to.

Responsibilities

• Personally review every policy at renewal, side by side with the client, and guide them to the smartest path for their next policy period.
• Know when to keep a client right where they are and when to re-market their account across our deep bench of carriers to find them something better.
• Own a book of 2,000+ accounts a year, treating each one like it's the only one.
• Partner with our incredible teams to deliver a world-class, boutique client experience in every single interaction.

Skills

Client service

Relationship building

Communication

Education

P&C insurance license

Job description

Personal Lines Retention Specialist

Location: Edmonds, Washington, United States

Department: Insurance

Workplace: remote

Employment Type: full

Description

Our client is a growing, thriving, independent insurance agency licensed in 39 states with more than 20 carrier partners. Their focus is to not just provide insurance - but to protect what matters most to their clients: family, business, and their future. The agency makes it their top priority to safeguard the client's family and business as thoughtfully and intentionally as they would their own. They believe every client deserves to feel confident about their coverage, and that starts with the strength of their team. Their licensed professionals build lasting client relationships around three things: the right coverage, the best price, and world-class service. Agency staff are supported by a team with deep industry expertise, real mentorship, and the resources to succeed. The agency is looking for individuals who want to build a stable, meaningful career doing work that genuinely helps people protect what matters most.

Role Overview

We are seeking a highly motivated Personal Lines professional to join our growing team. We don't treat a renewal as paperwork. We treat it as a promise: the chance, every year, to show a client that trusting us with what matters most was the right call. As a Retention Specialist, you will help deliver on that promise. This role is the steady, knowledgeable voice our clients count on, someone who knows their policy, understands their history, and makes sure they're set up right for the year ahead. The ideal candidate has a genuine passion for client service, strong expertise in personal lines insurance, and takes real pride in being the reason a client stays.

Your key responsibilities may include:

• Personally review every policy at renewal, side by side with the client, and guide them to the smartest path for their next policy period.


• Know when to keep a client right where they are and when to re-market their account across our deep bench of carriers to find them something better.


• Own a book of 2,000+ accounts a year, treating each one like it's the only one.


• Partner with our incredible teams to deliver a world-class, boutique client experience in every single interaction.

Requirements

• Minimum of 2 years of personal lines insurance experience in a client-facing role


• Must have a current P&C insurance license


• May be located anywhere nationwide but must be able to work PST hours (8-5, M-F)


• A natural relationship-builder and leader who is warm, clear, and genuinely easy to talk to


• Organized and proactive, the kind of person who gets ahead of a renewal instead of chasing it

Benefits

This role starts with:

• Salary of $50,000-$55,000 depending on experience


• Individualized mentorship to help grow your career


• Medical Insurance


• Dental Insurance available


• Vision Insurance available


• 401(k) with company match


• Paid time off


• Paid continuing education