Insurance Retention Specialist

Jacobs Insurance Services, LLC•Grapevine, TX

18h•$50,000 - $75,000•Onsite

About The Position

The Retention Specialist works closely with the producer to manage daily responsibilities in a fast-paced, sales-driven office environment. Strong attention to detail, excellent phone skills, and the ability to thrive under pressure are essential. The ideal candidate is comfortable multitasking, managing high call volumes, and answering phone calls with a professional, relationship-driven approach that fosters trust and connection. Proficiency with advanced technology—including operating across four computer screens simultaneously—is required. This position is ideal for someone seeking a long-term career with stability.

Requirements

Strong attention to detail
Excellent phone skills
Ability to thrive under pressure
Comfortable multitasking
Managing high call volumes
Professional, relationship-driven approach
Proficiency with advanced technology—including operating across four computer screens simultaneously
Communication Skills
Ability to navigate and utilize multiple technology systems.
Ability to work in a fast paced environment and learn quickly
Utilization of multiple technology platforms and ability to learn new technology adaptations quickly
Texas Department of Insurance General Lines Property & Casualty License
3-5 Years minimum experience in the insurance industry

Nice To Haves

Interest in a long-term career with Jacobs Insurance Solutions

Responsibilities

Working with the Insurance producer to manage daily activities
Contacting clients on behalf of the producer
Processing renewals
New business Cross Sell Opportunities
Operating phone systems and transferring calls
Going into the carrier websites to obtain applications and documentation need for the agency