Policy services representative vs retention representative

The differences between policy services representatives and retention representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a policy services representative and a retention representative. Additionally, a policy services representative has an average salary of $57,231, which is higher than the $50,753 average annual salary of a retention representative.

The top three skills for a policy services representative include customer service, auto insurance policies and inbound calls. The most important skills for a retention representative are product knowledge, customer service, and outbound calls.

Policy services representative vs retention representative overview

	Policy Services Representative	Retention Representative
Yearly salary	$57,231	$50,753
Hourly rate	$27.51	$24.40
Growth rate	-4%	-4%
Number of jobs	152,844	220,352
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 53%	Bachelor's Degree, 37%
Average age	40	40
Years of experience	12	12

Policy services representative vs retention representative salary

Policy services representatives and retention representatives have different pay scales, as shown below.

	Policy Services Representative	Retention Representative
Average salary	$57,231	$50,753
Salary range	Between $42,000 And $76,000	Between $40,000 And $63,000
Highest paying City	-	San Francisco, CA
Highest paying state	-	California
Best paying company	-	Forward
Best paying industry	-	Technology

Differences between policy services representative and retention representative education

There are a few differences between a policy services representative and a retention representative in terms of educational background:

	Policy Services Representative	Retention Representative
Most common degree	Bachelor's Degree, 53%	Bachelor's Degree, 37%
Most common major	Business	Business
Most common college	-	-

Policy services representative vs retention representative demographics

Here are the differences between policy services representatives' and retention representatives' demographics:

	Policy Services Representative	Retention Representative
Average age	40	40
Gender ratio	Male, 28.7% Female, 71.3%	Male, 38.5% Female, 61.5%
Race ratio	Black or African American, 10.5% Unknown, 5.2% Hispanic or Latino, 21.0% Asian, 6.6% White, 56.0% American Indian and Alaska Native, 0.7%	Black or African American, 11.7% Unknown, 5.4% Hispanic or Latino, 21.1% Asian, 6.1% White, 54.9% American Indian and Alaska Native, 0.7%
LGBT Percentage	7%	7%

Differences between policy services representative and retention representative duties and responsibilities

Policy services representative example responsibilities.

Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
Adapt communication to age-specific patients and ensure appropriate HIPPA guidelines are followed in patient communication and record keeping.
Adapt communication to age-specific patients and ensure appropriate HIPPA guidelines are followed in patient communication and record keeping.

Retention representative example responsibilities.

Prepare proposals and analysis for county Medicaid facilitators to educate regarding available manage care programs.
Demonstrate superb organizational and multitasking abilities
Demonstrate superb organizational and multitasking abilities

Policy services representative vs retention representative skills

Common policy services representative skills

Customer Service, 34%
Auto Insurance Policies, 8%
Inbound Calls, 6%
Policy Holders, 6%
Underwriting Guidelines, 5%
Insurance Coverage, 4%

Common retention representative skills

Product Knowledge, 22%
Customer Service, 15%
Outbound Calls, 7%
CSG, 5%
Customer Retention, 4%
Customer Accounts, 4%

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Policy Services Representative
Policy Services Representative vs Retention Representative

Updated January 8, 2025

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