Retention Specialist in Hillsboro, OR at National General Insurance

Date Posted: 1/15/2020

Job Snapshot

Job Description

Primary Purpose:

Retain National General’s Book of Business that has been sold by outside agents, agencies and enrollments from online sources. Responsible for “saving” or retaining policies that are currently cancelling, cross-selling ancillary products to existing clients, and other inbound and outbound projects related to policy retention and insurance sales.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Practice sound industry and business ethics
  • Explain benefits and products successfully by utilizing effective sales and persuasion skills in addition to solid knowledge of the company's products and other carrier products
  • Contact a variety of agencies clients with recently cancelled/ or ending policies to assist with re-write
  • Handle inbound and outbound calls to assist with enrollments, renewals, cancellations, and service client accounts
  • Sell insurance products to new and existing clients utilizing relevant Short Term Medical, Accident, Critical Illness, and Dental Options
  • Assess client needs and goals, and recommend appropriate products
  • Follow internal processes and procedures to ensure that transactions are handled in accordance with company and agency policies, practices, and guidelines
  • Meet production goals as established, while maintaining quality standards for all lines of insurance
  • Provide excellent customer service with a positive attitude
  • Demonstrate regular attendance and punctuality


Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)
  • Highly competent at multi-tasking
  • Must have high attention to detail
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Brings an enthusiasm for providing the best customer service experience whether it’s to an internal or external customer
  • Able to operate in a fast-paced, high-growth work environment and tolerate ambiguity as we continue to grow and develop
  • Flexible, relish a challenge, and look forward to conquering daily tasks
  • Excellent problem solving skills
  • Able to overcome objections
  • Must be coachable and accept constructive assessments
  • Willing to take feedback and implement it immediately
  • Thrives in a fast paced, ever changing environment


Desired Skills:

  • Licensed Life and Health Insurance Agent (or ability to obtain license within first 60 days of employment) with experience selling insurance over the phone
  • Customer service/retention experience in fast paced environment
Job posting ID: 2019-3968

Job Requirements


About National General Holdings:

National General Holdings Corp. is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.

National General is a fast paced, dynamic, and entrepreneurial organization. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers! We are passionate about our organization and the value that we add every day. A successful candidate with National General will embody the 4Es. Our team is poised to outperform the competition. We are National General Insurance and with us you can be extraordinary! Come join our team!

Companies and Partners

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

In addition to a phenomenal career opportunity, National General Insurance offers an excellent benefits package including:

• Paid Training
• Medical, Dental, Vision benefits
• Wellness Programs
• Life and Short/Long Term Disability Insurance
• 401k w/ Company Match
• Company Paid Holidays & Generous Time-off policy
• Employee Discount Program
• Career Advancement and Development Opportunities
• On-site Healthcare Clinic (Winston-Salem and Cleveland offices)
• On-site Fitness Center (Cleveland and Dallas offices)
• Subsidized parking (Cleveland office)

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.

In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.