Enterprise Retention Specialist I

On-site

$48,000

Responsibilities

Conduct outbound and inbound interactions with clients requiring policy reshops, renewal reviews, or cancellation mitigation
Execute reshops across multiple carriers, ensuring accurate quoting and appropriate placement
Deliver a concierge‑level service
Identify and pursue cross‑sell opportunities that enhance client coverage and agency revenue
Document all interactions, outcomes, and next steps in agency systems
Collaborate with team members and leadership to meet retention and productivity goals Role

experience during moments of potential attrition. Principal Duties And Responsibilities:
experience while applying sales techniques to retain and grow accounts
Experience with managing customer relationships

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service.
Job Summary The Retention Specialist I is an entry- level role responsible for re-marketing existing clients whose policies are expiring, experiencing premium increases, or facing adverse underwriting actions.
Specialists follow established workflows, scripts, and compliance standards while developing deeper insurance knowledge and autonomy.
Maintain active state insurance license and complete required training
Requirements Property & Casualty Insurance License Legally authorized to work the United States Required Skills And Abilities
Experience with CRM systems Team-oriented Entrepreneurial spirit Problem-solving mentality Compensation Summary This position has a base salary of $48k in addition to a highly competitive commission structure.
Benefits Summary High-quality voluntary health, vision, disability, life, and dental insurance programs. 401K Matching Plan.
Paid holidays, vacation, and sick leave.

This is all powered by our focus on hiring and retaining extraordinary people.
Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.
This position blends sales expertise with high‑touch service execution to ensure clients remain optimally placed with the right coverage solutions.
Specialists conduct reshops, present alternative policy options, and proactively identify opportunities to cross‑sell additional products.
The role is central to preserving client relationships, stabilizing retention outcomes, and supporting agency revenue growth.
The Retention Specialist I serves as a front-line resource for clients requiring policy review, re‑marketing, or cancellation mitigation.
When a client is price-sensitive or impacted by underwriting changes, the specialist evaluates available carrier options, reshops the policy, and presents tailored solutions that align with the client’s needs.
This role requires balancing consultative sales skills with the precision and care of a service professional.
They are expected to identify cross‑sell opportunities that enhance coverage and contribute to agency revenue.
Performance is measured through retention outcomes, productivity metrics, and the ability to deliver a positive client