Remote Insurance Retention Specialist

Greylock Federal Credit Union; Vermont; Remote; USD 39,000 - 51,000; Full time

Benefits offered by this job

Sign-on bonus

Job summary

Greylock Federal Credit Union is seeking a Retention Offiver to strengthen policyholder loyalty and proactively resolve premium concerns. This fully remote, full-time role requires experience in personal lines and strong customer relationships.

A sign-on bonus is offered and compensation ranges with performance considerations. The role emphasizes cross-selling and retention, with collaboration across account managers and leadership to optimize coverage and discounts while maintaining compliant

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); excellent organizational and time management skills and attention to detail

Responsibilities

• 50% 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
• 20% Proactively manage renewals by recommending coverage enhancements, policy adjustments, deductible options, and discount opportunities that align with customer needs and risk profiles
• 10% Partner with Account Managers, Sales Producers, and agency leadership to develop retention strategies and resolve complex customer situations
• 10% Identify opportunities to expand existing customer relationships through cross-selling and upselling additional insurance products and services
• 10% Maintain complete, accurate, and timely customer records within agency management systems and carrier platforms; document all customer interactions, coverage recommendations, policy changes, retention efforts, and sales activities according to agency procedures

Skills

Customer service

Communication

Time management

Problem solving

Education

High School diploma or equivalent

Insurance coursework preferred

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. This fully remote, full-time role requires experience in personal lines and strong customer relationships.

A sign-on bonus is offered and compensation ranges with performance considerations. The role emphasizes cross-selling and retention, with collaboration across account managers and leadership to optimize coverage and discounts while maintaining compliant