General Liability Renewal Specialist (Sacramento)

Integrated Specialty Coverages, LLC; Sacramento (CA); Sur place; USD 34 000 - 41 000; Plein temps

Résumé du poste

Integrated Specialty Coverages, LLC (ISC) is seeking a Renewal Agent (GL) in Sacramento, CA. The role focuses on retaining and growing an established book of commercial insurance customers, with emphasis on General Liability for contractors.

You will own renewals from outreach to completion, coordinating underwriting information and renewal terms. The position starts onsite in Sacramento with a future hybrid option after probation.

Qualifications

• Commercial insurance experience, especially General Liability.
• Active California Property and Casualty license preferred; or willing to obtain with licensing support.
• Strong sales and customer-retention mindset.
• Ability to manage a high-volume renewal pipeline and prioritize accounts based on timing and customer needs.

Responsabilités

• Manage an assigned book and pipeline of upcoming General Liability renewals from initial outreach through completed renewal.
• Proactively contact existing customers regarding upcoming renewals, coverage needs, underwriting requirements, pricing, and payment.
• Review existing policies and customer information to identify changes that may impact renewal eligibility, coverage, or pricing.
• Gather and evaluate underwriting information needed to prepare accurate renewal options.
• Work with insurance carriers and wholesale partners to obtain renewal terms and satisfy underwriting requirements.
• Present renewal options to customers and guide them through coverage, pricing, and payment decisions.
• Process renewal payments and complete the necessary steps to successfully bind and renew coverage.
• Retain existing customers by identifying concerns, addressing renewal obstacles, and finding appropriate solutions within available carrier options.
• Identify opportunities for additional CCIS products, including Workers' Compensation insurance and surety bonds.
• Assist customers with renewal-related questions across CCIS product lines as part of the broader Renewal team.
• Maintain consistent and organized follow-up throughout the renewal cycle.
• Maintain accurate customer, policy, renewal, and activity records within CCIS systems.
• Work closely with the Service team when a customer requires servicing outside the normal renewal process.
• Meet and exceed defined retention, premium production, activity, and other performance objectives.
• Contribute to the continued improvement of renewal workflows, customer experience, and team processes.

Connaissances

Commercial insurance experience

General Liability insurance

Sales and retention mindset

Strong communication

Microsoft Office

Outils

Microsoft Office

Description du poste

Integrated Specialty Coverages, LLC (ISC) is seeking a Renewal Agent (GL) in Sacramento, CA. The role focuses on retaining and growing an established book of commercial insurance customers, with emphasis on General Liability for contractors.

You will own renewals from outreach to completion, coordinating underwriting information and renewal terms. The position starts onsite in Sacramento with a future hybrid option after probation.