Retention Specialist — Personal Lines Insurance (Remote)

Greylock Federal Credit Union; Boston (MA); Hybrid; USD 39,000 - 51,000; Full time

Benefits offered by this job

Medical plan options

Dental & Vision benefits

HSA/HRA contributions

2nd? Well, actually 401k with employer

PTO and Profit Sharing

Job summary

Greylock Federal Credit Union is seeking aRetention Specialist to strengthen policyholder loyalty and proactively handle premium concerns. The role requires independent decision making, deep product knowledge, and strong customer relationships to drive retention and cross-sell, with a hybrid schedule between Monday and Friday.

The candidate should have 2-5 years of personal lines insurance experience, a high school diploma, and an active Producer License within six weeks.

Qualifications

• 2-5 years of insurance experience in personal lines.
• High School diploma or equivalent; additional insurance coursework preferred.
• Producers License required within 6 weeks of hire.

Responsibilities

• Conduct comprehensive personal lines remarkets for existing policyholders including fact-finding, risk assessments, underwriting reviews, carrier marketing, quoting, proposal preparation, and policy binding.
• Proactively manage renewals by recommending coverage enhancements, policy adjustments, deductible options, and discounts aligned with customer needs and risk profiles.
• Collaborate with Account Managers and agency leadership to develop retention strategies and cross-sell opportunities; maintain complete, accurate client records in systems and carrier platforms.
• Document all customer interactions, coverage recommendations, policy changes, retention efforts, and sales activities.
• Uphold Greylock's service standards and compliance requirements; remain flexible for additional duties as needed.

Skills

Customer Service

Relationship Building

Communication

Time Management

Independent Work

Education

High School Diploma

Tools

Microsoft Office Suite

Applied EPIC

Job description

Greylock Federal Credit Union is seeking aRetention Specialist to strengthen policyholder loyalty and proactively handle premium concerns. The role requires independent decision making, deep product knowledge, and strong customer relationships to drive retention and cross-sell, with a hybrid schedule between Monday and Friday.

The candidate should have 2-5 years of personal lines insurance experience, a high school diploma, and an active Producer License within six weeks.