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Retention Specialist

Miami Insurance Brokers is an independent Insurance Agency that does both personal and commercial lines of insurance. We are seeking a Retention Specialist to join our Retention Team. Primary responsibilities include efforts to retain our agency’s book of business by saving/renewing cancelling policies, cross-selling to existing clients, and other department projects related to policy retention.

  • Handle inbound and outbound calls to assist with enrollments renewals, cancellations, and service client accounts
  • Assist clients with questions they have about their policy or account status
  • Collect payment information of clients over the phone
  • Meet agency retention goals as established, while maintaining quality standards for all lines of insurance
  • Communicate effectively with Sales Agents and other departments in order to retain business
  • Re-quote client policies in our online system
  • Follow internal processes and procedures to ensure that transactions are handled in accordance with company and agency policies, practices, and guidelines
  • Basic data entry in our CRM system
  • Additional duties/projects as assigned
  • HS Diploma or Equivalent Certification
  • 440 Insurance License preferred
  • Bilingual in English/Spanish is required
  • 2+ years in Customer Service
  • 1+ years experience using Microsoft Office, GMAIL or any other technical background
  • Strong verbal and written communication 
  • Prior insurance experience preferred
Miami Insurance Brokers is an Equal Opportunity employer and a Drug Free workplace
Contact for more information