Renewal Agent (GL)

Integrated Specialty Coverages, LLC; Sacramento (CA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Health Insurance

401(k) Match

Paid Time Off

Work-from-Home Reimbursement

Job summary

Integrated Specialty Coverages, LLC (ISC) is seeking a Commercial Insurance Renewal Agent to join our Sacramento team. You will focus on General Liability renewals for contractors, owning the renewal process from initial outreach through completion.

The role emphasizes retention, premium production, and growing the book by connecting clients with CCIS products. Initially onsite in Sacramento, a hybrid schedule with one WFH day/week is available after probation.

Qualifications

• Strong sales and customer-retention mindset.
• Ability to manage a high-volume renewal pipeline and prioritize accounts.
• Excellent written and verbal communication skills.

Responsibilities

• Manage an assigned book and pipeline of upcoming General Liability renewals from initial outreach through completed renewal.
• Proactively contact existing customers regarding renewals, coverage needs, underwriting requirements, pricing, and payment.
• Review policies and customer information to identify changes impacting renewal eligibility, coverage, or pricing.
• Gather underwriting information to prepare accurate renewal options.
• Present renewal options to customers and guide decisions on coverage and pricing.
• Retain existing customers by addressing concerns and finding solutions within carrier options.
• Identify opportunities for additional CCIS products, including Workers' Compensation and surety bonds.

Skills

Sales

Customer retention

Communication

Renewal management

Attention to detail

Education

Property and Casualty license

Tools

Microsoft Office

Job description

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.

Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners.

Job Summary:

What Makes This Role Different? CCIS believes great salespeople should spend their time selling. That's why CCIS invests significantly in marketing and lead generation to provide our agents with a steady pipeline of inbound opportunities. CCIS has done business with over 75,000+ licensed contractors, many of whom have been with the company for more than 10 years. While networking and relationship building are always encouraged, this role is designed to maximize your time helping customers and closing business, not chasing cold leads.

The Commercial Insurance Renewal Agent is a production-focused sales and account management role responsible for retaining and growing an established book of commercial insurance customers, with a primary focus on General Liability insurance for contractors.

You will own the renewal process for your assigned customers, proactively managing upcoming renewals from initial outreach through completion. This includes gathering underwriting information, reviewing coverage and pricing, presenting renewal options, overcoming retention challenges, and guiding customers through the renewal process.

Success in this role is driven by retention, premium production, and account growth. In addition to retaining existing business, you will identify opportunities to strengthen customer relationships by connecting contractors with additional CCIS insurance and surety products that fit their business needs.

This position begins fully onsite in our Sacramento office. Following successful completion of the probationary period, employees are eligible for a hybrid schedule with one work-from-home day per week.

Position Responsibilities:

• 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

Minimum Qualifications:

• Commercial insurance experience strongly preferred, particularly experience with General Liability insurance
• Candidates without direct commercial insurance experience may be considered with relevant insurance, sales, underwriting, account management, or similar experience
• Working knowledge of commercial insurance products, underwriting concepts, and carrier processes preferred
• Active California Property and Casualty license preferred; candidates without an active license must be willing and able to obtain one, with licensing support provided by CCIS
• Strong sales and customer-retention mindset
• Ability to manage a high-volume renewal pipeline and prioritize accounts based on timing and customer needs
• Strong follow-up habits and the ability to manage multiple customer conversations simultaneously
• Strong written and verbal communication skills
• Ability to explain insurance products, pricing, and requirements clearly and professionally
• Comfortable working toward defined production and retention goals
• Strong attention to detail and ability to maintain accurate records
• Ability to learn and effectively use multiple technology platforms
• Proficiency with Microsoft Office products
• Ability to work onsite in Sacramento during the initial probationary period

This role also offers bonus pay. Your Talent Acquisition representative will share more details about the bonus component should you advance in the interview process.

The starting hourly pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits including medical, dental and vision insurance, 401(k) plan with match, paid time off, and other benefits.

ISC's salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.

National Pay Range

$25 - $30 USD

Benefits of Working at ISC

• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• 401(k) Plan with company match contribution
• Addition Wealth Financial Wellness Program

Applicants may contact the ISC HR department via e-mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at [e-mail] or 760-599-7242.

ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a “can-do” attitude, and fostering a collaborative and mutually supportive environment.

Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.

Must be legally authorized to work in the United States.

ISC participates in the Federal E-Verify program