Remote Personal Lines Retention Specialist

Greylock Insurance Agency; Pittsfield (MA); Remote; USD 60,000 - 78,000; Full time

Benefits offered by this job

Sign on bonus: $1,500 sign on bonus

Job summary

Greylock Federal Credit Union seeks a Retention Officer - Personal Lines for a remote, full-time role in Pittsfield, MA. You will strengthen policyholder loyalty by addressing premium concerns, coordinating renewals, and cross-selling related insurance products.

The ideal candidate has 2-5 years of personal lines experience, a Producer license within 6 weeks, and strong communication and organizational skills. Competitive benefits accompany the position.

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

• 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
• Document all customer interactions, coverage recommendations, policy changes, retention efforts, and sales activities according to agency procedures

Skills

Customer service

Problem solving

Organizational skills

Time management

Integrity & responsibility

Communication

Relationship building

Education

High School diploma or equivalent

Tools

Microsoft Office

Applied EPIC

Job description

Greylock Federal Credit Union seeks a Retention Officer - Personal Lines for a remote, full-time role in Pittsfield, MA. You will strengthen policyholder loyalty by addressing premium concerns, coordinating renewals, and cross-selling related insurance products.

The ideal candidate has 2-5 years of personal lines experience, a Producer license within 6 weeks, and strong communication and organizational skills. Competitive benefits accompany the position.