Commercial Lines Retention Agent – Direct Distribution
| Company | Nationwide |
|---|---|
| Location | Iowa, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Strong customer service skills
- Prior experience in commercial insurance sales
- A general lines license is required
- Ability to work within a team environment
Responsibilities
- Makes and receives calls to/from current policyholders to perform various retention-related activities
- Receives in-bound sales calls, quotes and binds new business
- Contacts current policyholders by phone to process policy changes
- Contacts policyholders after their claim has been closed to provide a review
- Contacts customers with pending cancellations to save policies from canceling
- Performs retention-related functions or services for all distribution channels and business divisions
- Identifies potential discounts and works with customer to acquire the requirements to qualify for the discounts
- Interprets contracts and/or policy provisions for the most complex states
- Maintains current, in-depth understanding of customer service techniques
- Serves as subject matter authority
Preferred Qualifications
- Undergraduate studies preferred
- Prefer participation in professional insurance coursework
- Three or more years of related work experience
- Prefer exposure to telemarketing in commercial or multiple property/casualty insurance product call center environment