Insurance Retention Specialist - HYBRID

The Jonus Group • Plano, TX

9h • $45,000 - $50,000 • Hybrid

About The Position

Seeking a highly motivated and experienced P&C Insurance Specialist to join a team. This role focuses on protecting and retaining commercial relationships while identifying cross-sell opportunities across personal, life, and health insurance lines. The ideal candidate will have a strong background in commercial lines, particularly in high-risk and surplus accounts, and will thrive in a professional, growth-oriented environment that prioritizes client relationships.

Requirements

• Active Property & Casualty (P&C) License is required
• Proven experience in commercial lines insurance, with a focus on high-risk and surplus accounts
• Strong knowledge of renewal processes and lifecycle management
• Excellent communication and interpersonal skills, with a client-focused approach
• Ability to work independently and as part of a team in a professional and polished environment

Responsibilities

• Manage the renewal lifecycle for a $4.5M premium book of business, focusing on high-risk and surplus commercial accounts
• Collect and maintain accurate client data to ensure seamless service delivery
• Identify and pursue cross-sell opportunities in personal, life, and health insurance lines
• Build and maintain strong client relationships, ensuring satisfaction and retention
• Collaborate with account managers and other team members to support the agency’s growth objectives

Benefits

• Competitive benefits package
• Collaborative, partnership-driven culture

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed