Remote Retention Specialist – Personal Insurance

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

Job summary

Greylock Federal Credit Union seeks a Retention Specialist to strengthen policyholder loyalty by engaging customers and resolving premium concerns. This full-time, remote role requires independent decision making, strong product knowledge, and customer relationship skills to drive retention and cross-sell opportunities.

Essential duties include remarketing, renewals management with coverage enhancements, and partnering with Account Managers to develop retention strategies while maintaining

Qualifications

• 2–5 years of insurance experience in personal lines.
• High School diploma or equivalent; insurance coursework preferred.
• Producer license required within 6 weeks of hire.
• Strong communication and relationship-building skills.
• Proficiency in Microsoft Office; familiarity with Applied EPIC preferred.

Responsibilities

• Conduct comprehensive personal lines remarkets for existing policyholders with fact-finding, risk assessments, underwriting reviews, carrier marketing, quoting, and policy binding activities.
• Proactively manage renewals by recommending coverage enhancements, policy adjustments, deductible options, and discounts.
• 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

Strong communication

Relationship building

Independent work

Education

High School diploma or equivalent

Insurance-related coursework preferred

Tools

Microsoft Office Suite

Applied EPIC (preferred)

Job description

Greylock Federal Credit Union seeks a Retention Specialist to strengthen policyholder loyalty by engaging customers and resolving premium concerns. This full-time, remote role requires independent decision making, strong product knowledge, and customer relationship skills to drive retention and cross-sell opportunities.

Essential duties include remarketing, renewals management with coverage enhancements, and partnering with Account Managers to develop retention strategies while maintaining