Remote Renewal & Retention Specialist

Pathpoint, Inc; United States; Remote; USD 112,000 - 140,000; Full time

Benefits offered by this job

401(k) with 2% match

PTO 20 days (25 after 2 years)

Remote-first work environment

Annual $500 home office stipend

Monthly $75 internet stipend

Generous parental leave

Professional development opportunities

Job summary

Pathpoint, Inc. is seeking a Renewal Specialist to proactively manage renewals and preserve premium volume for a high-volume book, serving as the main contact for renewal business.

You will read policy terms, coordinate documentation, and collaborate with carriers to secure timely renewals and policy issuance. The role offers a competitive compensation package with a $112,000 base and potential incentives.

Qualifications

• 3+ years in insurance account management, wholesale brokerage, or a client-facing underwriting support role, with demonstrated follow-through managing a high-volume book against renewal timelines.
• Ability to read and interpret commercial lines policy terms, coverage structures, and carrier quote comparisons, and to work carrier communications verbal and written on pricing, appetite, and renewal positioning.
• Basic underwriting acumen sufficient to make initial renewal assessments and know when to elevate.
• A proactive communicator.
• Nice to have: Exposure to commercial property, general liability or specialty lines renewal workflows, and experience building retention outreach cadences.

Responsibilities

• Drive renewal retention & premium retention: Proactively manage the renewal portfolio to maximize policy retention and preserve premium volume.
• Own the renewal relationship: Serve as the primary point of contact for renewal business from non-named agents.
• Secure renewals & complete placement: Drive renewal opportunities through to successful completion by obtaining client commitment, coordinating required documentation, and ensuring timely binding and policy issuance.
• Lead proactive renewal outreach: Initiate renewal conversations with non-named agents well in advance of expiration dates, ensuring sufficient time to evaluate options, address concerns, and secure timely renewal decisions.

Skills

Renewal management

Client communications

Underwriting awareness

Proactive communicator

Renewal workflows

Job description

Pathpoint, Inc. is seeking a Renewal Specialist to proactively manage renewals and preserve premium volume for a high-volume book, serving as the main contact for renewal business.

You will read policy terms, coordinate documentation, and collaborate with carriers to secure timely renewals and policy issuance. The role offers a competitive compensation package with a $112,000 base and potential incentives.