Client Retention Specialist — Insurance Solutions

Goosehead Insurance; Houston (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health and dental insurance

401K matching

Paid time off

Job summary

Goosehead Insurance is seeking a Retention Specialist to work with existing clients facing policy changes, premium increases, or expiring coverage, helping them find the right solution to keep their business with Goosehead. You will blend sales and customer service skills to re-market policies, present alternative coverage options, and identify cross-sell opportunities.

Training and tools are provided to help you succeed.

Qualifications

• Background in sales, customer service, or client-facing work.
• Comfortable with consultative conversations with customers.
• Goal-driven, detail-oriented with a balance of client experience and sales.

Responsibilities

• Retain existing business by engaging clients via calls and online channels.
• Review policies, re-shop coverage with carrier partners, and present solutions.
• Identify cross-selling opportunities while following workflows and compliance.
• Maintain strong client relationships and meet sales targets.

Skills

Client-facing

Sales experience

Customer service

Team-oriented

Tools

CRM systems

Job description

Goosehead Insurance is seeking a Retention Specialist to work with existing clients facing policy changes, premium increases, or expiring coverage, helping them find the right solution to keep their business with Goosehead. You will blend sales and customer service skills to re-market policies, present alternative coverage options, and identify cross-sell opportunities.

Training and tools are provided to help you succeed.