Personal Lines Account Manager (Retention Specialist)
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 8h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 24d ago
The date the source published, not the day we noticed it (2026-09-17). Last seen at its source 1h ago.
We have tracked this listing since 17 Sep 2026 (23 days). The employer's own board has carried it every time we have read it, most recently 1 hour ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay
$50k–55k/yr
Read out of the job description by us, not from a structured field. Shown in the posting's own currency and period; we never convert.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
Workable employer's own board first seen 23d ago · last seen 1h ago
The listing
About Our Client
Our client is a growing, thriving, independent insurance agency licensed in 39 states with more than 20 carrier partners. They believe every client deserves to feel confident about their coverage, and that starts with the strength of their team. Their licensed professionals build lasting client relationships around three things: the right coverage, the best price, and world-class service. Agency staff are supported by a team with deep industry expertise, real mentorship, and the resources to succeed. The agency is looking for individuals who want to build a stable, meaningful career doing work that genuinely helps people protect what matters most.
Role Overview
We are seeking a highly motivated Personal Lines professional to join our growing team. We don't treat a renewal as paperwork. We treat it as a promise: the chance, every year, to show a client that trusting us with what matters most was the right call. As a Retention Specialist, you will help deliver on that promise. This role is the steady, knowledgeable voice our clients count on, someone who knows their policy, understands their history, and makes sure they're set up right for the year ahead. The ideal candidate has a genuine passion for client service, strong expertise in personal lines insurance, and takes real pride in being the reason a client stays.
Your key responsibilities may include:
- 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.
- Partner with our incredible teams to deliver a world-class, boutique client experience in every single interaction.
- Deliver outstanding customer service by addressing inquiries and resolving issues promptly.
- Maintain strong client relationships through proactive communication
- Serve as a trusted advisor
- Utilize analysis skills helping the producing agent to assess client requirements and tailor insurance solutions accordingly.
- Collaborate with team members to achieve overall agency success.
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
- Salary of $50,000-$55,000 depending on experience
- Bonus opportunities
- Health Insurance
- Dental Insurance available
- Vision Insurance available
- 401(k) with company match
- Paid time off
- Paid continuing education
- Individualized mentorship to help grow your career