Personal Lines Retention Specialist

🕒 September 18

🇺🇸 United States – Remote

💵 $50k - $55k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔄 Customer Retention Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 3%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Impact Performance Team

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1 - 10 employees

💼 Consulting

🤝 B2B

🎯 Recruiter

Consulting • B2B • Recruitment

Impact Performance Team is a strategic advisory and consulting firm that helps small business owners and agency principals build high-performing teams, increase revenue, and scale their businesses to reach their desired lifestyle. They offer personalized consulting, hands-on implementation, fractional sales and executive leadership, and recruitment and talent-acquisition services to align teams, drive growth, and execute measurable plans.

📋 Description

• Personally review every policy at renewal, side by side with the client, and guide them to the smartest path for their next policy period • Know when to keep a client right where they are and when to re-market their account across our deep bench of carriers to find them something better • Own a book of 2,000+ accounts a year, treating each one like it's the only one • Partner with our incredible teams to deliver a world-class, boutique client experience in every single interaction

🎯 Requirements

• Minimum of 2 years of personal lines insurance experience in a client-facing role • Must have a current P&C insurance license • May be located anywhere nationwide but must be able to work PST hours (8-5, M-F) • A natural relationship-builder and leader who is warm, clear, and genuinely easy to talk to • Organized and proactive, the kind of person who gets ahead of a renewal instead of chasing it

🏖️ Benefits

• Individualized mentorship to help grow your career • Medical Insurance • Dental Insurance available • Vision Insurance available • 401(k) with company match • Paid time off • Paid continuing education

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