Customer Service and Retention Specialist, Brokerage / Multi-carrier

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🏈 Alabama, Arizona, +28 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $50k - $58k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Kin

WebsiteLinkedInAll Job Openings

1 - 10 employees

Where creativity meets impact, we partner with brands, organizations, and innovators to create bold, transformative, and purposeful work.

📋 Description

• Own inbound renewal review conversations with existing policyholders, identifying opportunities to improve value and retain business. • Contact customers who have expressed interest in canceling coverage and conduct retention-focused consultations across multiple carrier options. • Perform coverage counseling and policy reviews to ensure customers understand their protection, pricing, and available alternatives. • Reshop policies with approved carrier partners to identify competitive coverage and pricing solutions. • Resolve customer questions, concerns, and service issues through phone and email interactions. • Create, update, and deliver policy options and documentation for customer review. • Navigate complex customer situations, de-escalate concerns, and identify solutions that balance customer needs with business objectives. • Maintain accurate records, follow-up activities, and policy documentation in applicable systems. • Leverage available tools, resources, and carrier relationships to maximize retention outcomes. • Contribute to the improvement of forms, procedures, training materials, and operational processes when opportunities arise.

🎯 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. • Experience managing multiple customer follow-ups, priorities, and tasks in a fast-paced environment. • Comfort navigating insurance systems, carrier platforms, and customer service technology. • Bilingual Spanish language skills (Bonus).

🏖️ Benefits

• Competitive salary and company equity through Restricted Stock Units (RSUs), granted as part of our standard compensation package and based on role and level • 401(k) with company match up to 4% of eligible earnings • Multiple medical plan options, plus dental and vision coverage • Company-funded HSA contributions (based on medical plan selection) • Company-paid life insurance and short-term disability • Employee referral bonuses • A variety of supplemental benefit options, including long-term disability, critical illness, accident, legal, and pet insurance • Access to mental health support and confidential counseling resources • 11 days of accrued PTO and 7 days paid sick leave per year, plus 8 paid company holidays • Paid parental leave, including up to 14 weeks at 100% pay for birthing parents and 8 weeks at 100% pay for non-birthing parents • Career mobility and internal growth opportunities across the organization • Professional development budgets for certifications, conferences, and learning available, subject to management approval