Enterprise Retention Specialist I
Goosehead Insurance
full-time
Posted on:
Location Type: Office
Location: Austin • Illinois • North Carolina • United States
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About the role
- Conduct outbound and inbound interactions with clients requiring policy reshops, renewal reviews, or cancellation mitigation
- Evaluate client needs and present alternative policy options when price sensitivity or underwriting changes occur
- Execute reshops across multiple carriers, ensuring accurate quoting and appropriate placement
- Deliver a concierge-level service experience while applying sales techniques to retain and grow accounts
- Identify and pursue cross-sell opportunities that enhance client coverage and agency revenue
- Document all interactions, outcomes, and next steps in agency systems
- Follow established scripts, workflows, and compliance guidelines
- Collaborate with team members and leadership to meet retention and productivity goals
Requirements
- Entry-level role
- Sales expertise and high-touch service execution
- Maintain active state insurance license and complete required training
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
sales expertiseclient servicecommunicationcollaborationcustomer retentioncross-sellingproblem-solvingattention to detailorganizational skillstime management
Certifications
active state insurance license