Remote Insurance Retention Specialist

Greylock Federal Credit Union; East Windsor Hill (CT); Remote; USD 39,000 - 51,000; Full time

Job summary

Greylock Federal Credit Union is seeking a Retention Offiver to strengthen policyholder loyalty and proactively resolve premium concerns from a fully remote location. The role emphasizes independent decision-making, strong product knowledge, and customer relationship skills to support retention and cross-sell efforts.

The position requires 2–5 years of personal lines experience, a high school diploma or equivalent, and a Producers License within six weeks of hire.

Qualifications

• Experience: 2-5 years of insurance experience in personal lines.
• Education: High School diploma or equivalent, additional insurance-related coursework preferred.
• Licenses/Certifications: Producers License required within 6 weeks of hire.
• Interpersonal Skills: Strong communication and relationship building skills; ability to work independently.
• Technical/Other Skills: Proficiency in Microsoft Office Suite; familiarity with Applied EPIC (preferred, not required).

Responsibilities

• Conduct comprehensive personal lines remarkets for existing policyholders by completing customer fact-finding, risk assessments, underwriting reviews, carrier marketing, quoting, proposal preparation, and policy binding activities.
• Proactively manage renewals by recommending coverage enhancements, policy adjustments, deductible options, and discount opportunities that align with customer needs and risk profiles.
• 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 additional insurance products and services.
• Maintain complete, accurate, and timely customer records within agency management systems and carrier platforms.

Skills

Customer Service

Problem Solving

Organizational Skills

Communication

Relationship Building

Sales & Influence

Time Management

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

Applied EPIC

Job description

Greylock Federal Credit Union is seeking a Retention Offiver to strengthen policyholder loyalty and proactively resolve premium concerns from a fully remote location. The role emphasizes independent decision-making, strong product knowledge, and customer relationship skills to support retention and cross-sell efforts.

The position requires 2–5 years of personal lines experience, a high school diploma or equivalent, and a Producers License within six weeks of hire.