District Retention Specialist
Farmers Insurance District 0420
full-time
Posted on:
Location Type: Hybrid
Location: D40 Office • Missouri • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $90,000 per year
Job Level
JuniorMid-Level
About the role
- Partner with agency owners and teams to design and implement retention-focused processes and customer communication systems.
- Coach agency staff on conducting annual policy reviews, identifying coverage gaps, and strengthening client relationships.
- Monitor and analyze retention data and trends, providing actionable insights to improve customer experience and reduce churn.
- Audit agency files, quotes, and policy renewals to ensure accuracy, compliance, and quality standards are consistently met.
- Lead training sessions and workshops on effective client communication, service recovery, and proactive account management.
- Collaborate with agency leadership to create follow-up systems for policy renewals, cross-selling opportunities, and lapse prevention.
- Act as a trusted resource and mentor, guiding agencies toward sustainable retention success.
Requirements
- 2+ years of experience in insurance customer service, retention, or agency operations
- Proven ability to analyze data and implement process improvements
- Strong communication and presentation skills with a focus on coaching and collaboration
- Detail-oriented, organized, and skilled at managing multiple agency relationships
- Active Property & Casualty license required; Life & Health license preferred
Benefits
- Competitive salary with performance-based incentives
- Opportunity to shape retention culture across multiple agencies
- Leadership development and long-term career growth opportunities
- A meaningful role focused on helping agencies protect their clients and their reputations
- A collaborative, supportive, and growth-oriented district culture
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisprocess improvementpolicy reviewcoverage gap identificationclient relationship managementaudit compliancequality standardscross-sellingservice recoveryaccount management
Soft skills
coachingcommunicationpresentationcollaborationdetail-orientedorganizationalrelationship managementmentoringleadershiptraining
Certifications
Property & Casualty licenseLife & Health license