Personal Lines Retention Specialist

Impact Performance Team

. Personally review every policy at renewal, side by side with the client, and guide them to the smartest path for their next policy period .

Posted 9/18/2026full-timeRemote • United StatesJuniorMid-Level💰 $50,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal lines insurance with a focus on client relationship management and proactive account handling. Possesses a current P&C insurance license and excels in delivering exceptional client experiences.

Highest-signal resume keywords

Personal Lines Insurance ExperienceP&C Insurance LicenseClient Relationship ManagementProactive Account ManagementClient-Facing Role

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Relationship-BuilderOrganizedProactiveClear CommunicationLeadership

Certifications & Qualifications

P&C Insurance License

Industry Keywords

Policy RenewalClient ExperienceAccount ManagementInsurance CarriersClient Interaction

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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