Adamson Insurance & Associates · 1 day ago
Insurance Policy Retention Specialist
Ankeny, IA
Full-time
Onsite
New Grad, Entry Level
$18/hr - $22/hrAdamson Insurance & Associates is seeking a Retention Specialist to help protect and strengthen their personal lines book of business. This client-facing role focuses on proactively and reactively working with clients at risk of losing coverage due to various issues, ensuring effective communication and issue resolution.
Insurance
Responsibilities
Identify at-risk insurance policies by reviewing carrier portals and internal reports daily
Manage non-payment situations by contacting clients via phone, email, and text using approved scripts and templates
Proactively reach out to clients facing underwriting actions or large renewal increases
Educate clients on coverage at a high level and help de-escalate premium or billing concerns
Coordinate with internal teams (Remarket, Rate Support, Quick Change) to resolve issues efficiently
Track and document all outreach and outcomes in our agency management system
Recognize patterns of chronic non-payment and escalate appropriately to leadership
Follow defined workflows, escalation rules, and stop points to ensure consistency and compliance
Qualification
Required
Active insurance license (IA Property & Casualty)
Experience in customer-facing roles involving billing, retention, or account management
Strong communication skills across phone, email, and text
Comfort working in multiple systems and carrier portals
Ability to manage a daily task queue with accuracy and consistency
Preferred
Experience in insurance operations, customer retention, account resolution, billing support, financial services, or customer success
Company
Adamson Insurance & Associates
Mike Adamson founded Adamson Insurance & Associates in 2000 after 5 years in a captive insurance agency.
Founded in 2000
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase