Customer Service and Retention Specialist, Brokerage / Multi-carrier

📋 Description

• Own inbound renewal reviews with policyholders to improve value and retention.
• Contact customers canceling coverage and conduct retention consultations across multiple carriers.
• Perform coverage counseling and policy reviews to explain protection, pricing, and options.
• Reshop policies with approved carriers to identify competitive coverage and pricing.
• Resolve customer questions and service issues via phone and email.
• Create, update, and deliver policy options and documentation for review.

🎯 Requirements

• Active Personal Lines or Property & Casualty Insurance License.
• 2+ years of brokerage or multi-carrier insurance experience.
• 1+ year of insurance sales, retention, or customer retention experience.
• Experience conducting policy reviews, coverage counseling, and renewal consultations.
• Ability to de-escalate challenging customer situations and resolve concerns over the phone.
• Strong attention to detail and accuracy when handling policy information and documentation.

🎁 Benefits

• Competitive salary and RSUs equity.
• 401(k) with company match up to 4%.
• Medical, dental, and vision coverage options.
• Company-funded HSA contributions.
• Company-paid life insurance and short-term disability.
• Employee referral bonuses.