Insurance Retention Specialist

Jacobs Insurance ServicesGrapevine, Texas

$50,000 - $75,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Compensation

$50,000-$75,000/year

Job Description

Replies within 24 hours

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.

Compensation, Benefits & Perks

📅 Early Fridays – We close at 4 PM every Friday
🕓 Flexible Swing Shifts available
🧑‍🤝‍🧑 Employer-sponsored networking events
📊 Commission opportunities on commercial, life, property, and casualty products
💼 License: Texas Department of Insurance General Lines Property & Casualty License
👏 Experience: 3-5 Years minimum experience in the insurance industry
🌐 We represent multiple top-rated carriers – giving you the competitive edge
🔗 Visit our website: JacobsInsuranceSolutions.com

Responsibilities

Working with the Insurance producer to manage daily activities
Contacting clients on behalf of the producer
Processing renewals
Retention Specialist
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

Qualifications

Communication Skills
Ability to navigate and utilize multiple technology systems.

Expectations

Typically a three round interview process
Ability to work in a fast paced environment and learn quickly
Utilization of multiple technology platforms and ability to learn new technology adaptations quickly
Interest in a long-term career with Jacobs Insurance Solutions

Licensure

Texas Department of Insurance General Lines Property & Casualty License

About Jacobs Insurance Services

Our family-run agency has been in business for over 35 years, and our goal is to help you succeed. Check out our website and social media to see why our customers love us.

Compensation: $50,000.00 - $75,000.00 per year

If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice!

IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.

IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?

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FAQs About Insurance Retention Specialist Jobs at Jacobs Insurance Services

What is the work location for this position at Jacobs Insurance Services?

This job at Jacobs Insurance Services is located in Grapevine, Texas, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Jacobs Insurance Services?

Candidates can expect a pay range of $50,000 and $75,000 per year.

What employment applies to this position at Jacobs Insurance Services?

Jacobs Insurance Services lists this role as a Full-time position.

What experience level is required for this role at Jacobs Insurance Services?

Jacobs Insurance Services is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Jacobs Insurance Services?

You can apply for this role at Jacobs Insurance Services either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.