Retention & Growth Specialist - Insurance (Entry Level)

Goosehead Insurance Agency LLC; Houston (TX); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401K matching

Employee Stock Purchase Plan

Paid holidays

Wellness programs

Job summary

Goosehead Insurance Agency LLC is seeking a Retention Specialist I in Houston to re-market expiring policies, address underwriting changes, and sustain client relationships. The role blends consultative sales with high‑touch service to secure coverage and revenue growth.

Responsibilities include conducting policy reshops, presenting options across carriers, and identifying cross-sell opportunities while following scripts and compliance standards.

Qualifications

• Experience with managing customer relationships.
• Experience with CRM systems.
• Team-oriented and collaborative work style.
• Entrepreneurial spirit and initiative.
• Strong problem-solving mentality and adaptability.

Responsibilities

• Conduct outbound and inbound interactions with clients requiring policy reshops, renewal reviews, or cancellation mitigation.
• Evaluate client needs and present alternative policy options when price sensitivity or underwriting changes occur.
• Execute reshops across multiple carriers, ensuring accurate quoting and appropriate placement.
• Deliver a concierge-level service experience while applying sales techniques to retain and grow accounts.
• Identify and pursue cross-sell opportunities that enhance client coverage and agency revenue.
• Document all interactions, outcomes, and next steps in agency systems.
• Follow established scripts, workflows, and compliance guidelines.
• Maintain active state insurance license and complete required training.

Skills

Client relationship management

CRM systems

Team-oriented

Entrepreneurial spirit

Problem-solving mindset

Job description

Goosehead Insurance Agency LLC is seeking a Retention Specialist I in Houston to re-market expiring policies, address underwriting changes, and sustain client relationships. The role blends consultative sales with high‑touch service to secure coverage and revenue growth.

Responsibilities include conducting policy reshops, presenting options across carriers, and identifying cross-sell opportunities while following scripts and compliance standards.