Renewal Agent (Surety)

Integrated Specialty Coverages, LLC; Sacramento (CA); In loco; USD 34.000 - 41.000; Tempo pieno

Vantaggi offerti da questo lavoro

Employee Ownership Program

Work from home reimbursement

401(k) Plan with company match

Descrizione del lavoro

Integrated Specialty Coverages, LLC (ISC) is seeking a Surety Renewal Agent to manage a high-volume book of contractor and surety bond customers in our Sacramento office.

This role focuses on renewals, customer communication, and payment processing, with licensing support and training. After a probationary period, a hybrid schedule with one WFH day per week is available.

The position offers bonus pay and comprehensive benefits including medical, dental, vision, 401(k) with match, PTO, and more.

Competenze

• Active California Property and Casualty license preferred; licensing support provided.
• Experience in insurance, sales, or account management is valued.
• Willingness to obtain license if not active.

Mansioni

• Manage a high-volume pipeline of upcoming surety and contractor bond renewals.
• Proactively communicate with existing customers regarding upcoming renewals, pricing, requirements, and payment.
• Review customer and bond information to determine what is needed to complete the renewal.
• Prepare and process bond renewals accurately and efficiently.
• Collect renewal payments and complete required renewal transactions.
• Work with surety carrier partners when additional information or underwriting review is required.
• Follow up consistently with customers who have not completed their renewal.
• Identify and address obstacles that could prevent a customer from renewing.
• Focus on retaining existing customers and meeting defined renewal production goals.
• Identify opportunities for customers who may also need General Liability or Workers' Compensation insurance.

Conoscenze

Customer communication

Relationship-building

Sales and retention mindset

High-volume handling

Organization and follow-up

Attention to detail

Formazione

California Property and Casualty license (preferred) or willingness to obtain with licensing support

Descrizione del lavoro

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

The Surety Renewal Agent is a high-volume, production-focused role responsible for retaining and renewing an established book of contractor and surety bond customers.

You do not need previous surety experience to be successful in this position. CCIS provides product-specific training and licensing support. We are looking for someone who communicates well, learns quickly, enjoys working with customers, and is motivated by measurable production goals and earning potential.

You will manage upcoming bond renewals, communicate with existing customers, collect required information and payments, assist customers through the renewal process, and identify opportunities to expand their relationship with CCIS.

Although surety will be your primary product specialization, you will be part of the broader CCIS Renewal team and will communicate with customers regarding renewals across multiple product lines as business needs dictate. Our dedicated Service team handles most major ongoing account servicing, allowing Renewal Agents to remain focused on customer retention, account management, and production.

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 a high-volume pipeline of upcoming surety and contractor bond renewals
• Proactively communicate with existing customers regarding upcoming renewals, pricing, requirements, and payment
• Review customer and bond information to determine what is needed to complete the renewal
• Prepare and process bond renewals accurately and efficiently
• Collect renewal payments and complete required renewal transactions
• Work with surety carrier partners when additional information or underwriting review is required
• Follow up consistently with customers who have not completed their renewal
• Identify and address obstacles that could prevent a customer from renewing
• Focus on retaining existing customers and meeting defined renewal production goals
• Identify opportunities for customers who may also need General Liability insurance, Workers' Compensation insurance, or additional surety products
• Assist customers with renewal-related questions across CCIS product lines as part of the broader Renewal team
• Maintain accurate customer, bond, renewal, payment, and activity records within CCIS systems
• Coordinate with the Service team when a customer requires assistance outside the normal renewal process
• Manage daily and monthly renewal workflows while maintaining timely customer follow-up
• Meet and exceed defined retention, production, activity, and other performance objectives
• Contribute to improvements in renewal workflows, technology, and the overall customer experience

Minimum Qualifications

• Previous surety experience is a bonus but not required; product-specific training will be provided
• Insurance, sales, account management, customer retention, financial services, or high-volume customer-facing experience
• 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 customer communication and relationship-building skills
• Sales and retention mindset with motivation to work toward measurable production goals
• Ability to comfortably manage a high volume of customer interactions and transactions
• Strong organizational and follow-up skills
• Ability to prioritize work in a deadline-driven environment
• Strong written and verbal communication skills
• Attention to detail and commitment to accurate transaction processing
• Ability and willingness to learn new insurance products, underwriting concepts, and technology
• 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