Insurance Retention Team
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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance retention strategies and sales processes, with a strong focus on maintaining and enhancing member relationships. Proficient in identifying cross-sell opportunities and ensuring compliance with underwriting standards.
Highest-signal resume keywords
Insurance Sales ExperienceProperty And Casualty Insurance LicenseProfessional Communication SkillsMicrosoft Office ProficiencyTask Prioritization
About the role
Key responsibilities & impact- Improve insurance retention results
- Perform insurance sales or underwriting processing functions focused on maintaining insurance business relationships with members
- Mediate insureds' cancellation requests and inquiries via telephone and/or internet throughout the ACE markets
- Identify, recommend, and offer solutions to avoid insurance policy cancellation
- Ensure documentation is accurate and complete using accepted underwriting criteria, procedures, and quality standards
- Achieve business goals for saved policies and saved policy ratio
- Maintain current knowledge of insurance products, features, benefits, and policies
- Identify cross-sell opportunities based on members' product needs and service requests
- Enhance member relationships by diversifying use of products and services
- Provide sales leads to insurance, travel, and other departments as appropriate
- Collaborate with internal departments and external sources on escalated matters and follow-up
- Handle inbound Auto and Home insurance calls involving member change requests, billing inquiries, policy reviews, and other insurance inquiries
- Multi-task and quickly provide solutions to obstacles and conflicts during retention interactions
- Refer matters to the manager for resolution when necessary
Requirements
What you’ll need- Equivalent combination of education and experience; bachelor's degree preferred
- 1-3 years Insurance sales preferred
- Professional communication skills, both written and oral
- Demonstrated ability to prioritize tasks and assignments
- Proficiency in Microsoft Office software, including Outlook, Word and Excel
- Property and Casualty Insurance License, valid in selling state, issued by state required
- Occasional travel to off-site business meetings or conferences (5%)
Benefits
Comp & perks- Health coverage for medical, dental, vision
- 401(K) saving plans with company match
- Pension
- Tuition assistance
- Floating holidays and PTO for community volunteer programs
- Paid parental leave
- Wellness programs
- Employee discounts (membership, insurance, travel, entertainment, services and more!)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Retention StrategiesUnderwriting ProcessingCross-SellingDocumentation AccuracyPolicy Review
Soft Skills
Problem-SolvingMulti-TaskingCollaborationCustomer Relationship Management
Tools & Technologies
Microsoft OutlookMicrosoft WordMicrosoft Excel
Certifications & Qualifications
Property And Casualty Insurance License
Industry Keywords
Insurance ProductsMember RelationshipsCancellation MediationSales LeadsBusiness Goals