Insurance Account Manager / Retention Specialist

Join G Zaibaq Insurance Agency Inc., a reputable name in the insurance sector located in the heart of Sugar Land, Texas. We pride ourselves not only on delivering exceptional service to our clients but also on the friendly, long-lasting relationships we have built with them over the years.

We are currently looking to hire a dedicated Insurance Account Manager / Retention Specialist to join our team. In this role, you will focus on managing and supporting our valued clients, ensuring their policies meet their needs while providing an unparalleled customer service experience. You will prepare alternative renewal offers, secure high-level retention, follow up on client calls, and be prepared for discussions on policy updates, premium changes, and opportunities for upselling and cross-selling all without cold calling, as warm leads are provided.

If this sounds like the perfect fit for you, apply today and become a part of a company that values growth, community, and the success of both its clients and team members.

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Continuing Education Sessions

Paid Holidays

Commission on Renewals

Licensing Assistance

Monthly Appreciation Luncheons

Flexible Schedule

Responsibilities

• Generate insurance quotes to help clients understand their options
• Prepare alternative renewal offers, present them to clients, and secure high-level retention
• Follow up with clients regarding policy updates, price / premium changes, and coverage options
• Monitor policy renewals and follow up accordingly
• Identify opportunities for upselling and cross-selling - no cold calling required, ] warm leads are provided
• Maintain accurate client records and documentation in AMS360
• Provide exceptional customer service and support to valued clients
• Collaborate with the team to support office operations and workflow efficiency

Requirement