The Retention Specialist works closely with the producer to manage daily responsibilities in a fast-paced, sales-driven office environment. Strong attention to detail, excellent phone skills, and the ability to thrive under pressure are essential. The ideal candidate is comfortable multitasking, managing high call volumes, and answering phone calls with a professional, relationship-driven approach that fosters trust and connection. Proficiency with advanced technology—including operating across four computer screens simultaneously—is required. This position is ideal for someone seeking a long-term career with stability.
Compensation, Benefits & Perks
📅 Early Fridays – We close at 4 PM every Friday
🕓 Flexible Swing Shifts available
🧑🤝🧑 Employer-sponsored networking events
📊 Commission opportunities on commercial, life, property, and casualty products
💼 License: Texas Department of Insurance General Lines Property & Casualty License
👏 Experience: 3-5 Years minimum experience in the insurance industry
🌐 We represent multiple top-rated carriers – giving you the competitive edge
🔗 Visit our website: JacobsInsuranceSolutions.com
Responsibilities
Working with the Insurance producer to manage daily activities
Contacting clients on behalf of the producer
Processing renewals
Retention Specialist
New business Cross Sell Opportunities
Operating phone systems and transferring calls
Going into the carrier websites to obtain applications and documentation need for the agency
Qualifications
Communication Skills
Ability to navigate and utilize multiple technology systems.
Expectations
Typically a three round interview process
Ability to work in a fast paced environment and learn quickly
Utilization of multiple technology platforms and ability to learn new technology adaptations quickly
Interest in a long-term career with Jacobs Insurance Solutions
Licensure
Texas Department of Insurance General Lines Property & Casualty License
About Jacobs Insurance Services
Our family-run agency has been in business for over 35 years, and our goal is to help you succeed. Check out our website and social media to see why our customers love us.