Renewal 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

Renewal Specialist

Who We Are

Pathpoint is the full-service E&S wholesaler that combines smart technology and expert E&S guidance to give brokers and agents unprecedented visibility and control. Traditional wholesalers offer market access without technology. Insurtech platforms offer technology without expert guidance. We do both: an in-house team of specialized E&S experts engaged at every step, paired with technology that automates the end-to-end process. Since we started trading in 2021, broad market access has helped thousands of brokers grow into bigger accounts and broader books, and we are just getting started (learn more).

What We're Looking For

• 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.

Job 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.

What We Offer

• Insurance coverage fit for an insurance company – with some plans at no cost to you

• Competitive compensation, equity, and total rewards

• 401(k) with a 2% bi-weekly employer match

• 20-days of PTO (increased to 25-days after 2-years)

• Professional development opportunities

• Remote-first working environment with investments in in-person collaboration

• Annual $500 home office stipend

• Monthly $75 internet stipend

• Generous paid parental leave

• An insurance partner offering unique opportunities for professional growth

Compensation:

80% of total target compensation is fixed base salary, and 20% is variable incentive earned against the territory's production goal. The expected base salary for the position at the start of employment is $112,000. This position is eligible for variable compensation based on territory goals and performance, with expected on-target earnings of $140,000 if 100% of goals are achieved. Attainment beyond 100% of goals is rewarded with accelerated earnings.

Actual compensation is based on factors such as, but not limited to, applicable job experience, skills, and qualifications. Salary is just one component of Pathpoint's Total Rewards package, which includes equity grants and generous employee benefits fitting of an insurance company.

About Pathpoint

Pathpoint's Values:

Hard Problems Drive Us: We believe the insurance industry hasn’t kept up with changing times and fixing that is a hard problem worth solving.

We Start with Why: Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem.

We Take Ownership and Accountability: We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them.

We Work Together: Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value.

We Move Forward: We value the ability to persist through adversity to achieve goals and believe speed plays an important role.

Notes:

Don't meet every single requirement? At Pathpoint, we are dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but don't meet every qualification in the job description, we encourage you to apply anyways and explain why you're the right fit.

We are unable to provide visa sponsorship for this position at this time. By applying to this job, you confirm that you are eligible to work in the U.S. without requiring visa sponsorship now or in the future. Thank you for your understanding.

Pathpoint is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.