Retention Specialist I

Goosehead Insurance; Orlando (FL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health, vision, disability, life, and

Dental insurance

401K Matching

Employee Stock Purchase Plan

Paid holidays, vacation, and sickleave

Wellness programs

Job summary

Goosehead Insurance in Orlando, FL is seeking aRetention Specialist to work with existing clients facing policy changes or expiring coverage, combining sales and customer service to re-market policies and identify cross-sell opportunities. You'll balance strong customer service with sales targets and work through inbound and outbound calls.

The role requires a background in sales or customer service, a drive to meet targets, and comfort with consultative conversations to retain and expand client

Qualifications

• Background in sales, customer service, insurance, or other client-facing work.
• Goal-driven, detail-oriented, with the ability to balance client experience and sales opportunities.
• Follow established workflows, scripts, and compliance standards while developing insurance knowledge and sales skills.

Responsibilities

• Retain existing business through inbound and outbound client interactions.
• Review policies and re-shop coverage with carrier partners to present solutions.
• Identify opportunities to strengthen relationships through additional coverage and cross-selling.

Skills

Customer relationships

CRM systems

Team player

Problem solving

Sales experience

Job description

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.

Job Summary

Goosehead Insurance is looking for a Retention Specialist to join our team. In this role, you'll work with existing clients who are facing policy changes, premium increases, or expiring coverage and help them find the right solution to keep their business with Goosehead. You'll combine sales and customer service skills to re-market policies, present alternative coverage options, and identify opportunities to cross-sell additional products. We'll teach you the business and provide the tools and processes to help you succeed.

Principal Duties and Responsibilities

This is a fast-paced role focused on retaining existing business. You'll work directly with clients through inbound and outbound calls, review their current policies, re-shop coverage with our carrier partners, and present solutions based on their individual needs. You'll also look for opportunities to strengthen client relationships through additional coverage and cross-selling.

A successful candidate has a background in sales, customer service, insurance, or other client-facing work and is comfortable having consultative conversations with customers. You should be goal-driven, detail-oriented, and able to balance a strong client experience with the ability to identify and close sales opportunities. You'll follow established workflows, scripts, and compliance standards while developing your insurance knowledge and sales skills.

Role Requirements

• Property & Casualty Insurance License (Preferred), or willingness to obtain one after hire — Goosehead covers the cost
• Legally authorized to work in the United States

Required Skills And Abilities

• Experience with managing customer relationships
• Experience with CRM systems
• Team-oriented
• Problem-solving mentality

Compensation Summary

This position has a first year on-target earnings range of $50,000 - $75,000. You'll earn a base salary plus a highly lucrative bonus structure.

Benefits Summary

• High-quality voluntary health, vision, disability, life, and dental insurance programs.
• 401K Matching Plan.
• Employee Stock Purchase Plan.
• Paid holidays, vacation, and sick leave.
• Corporate sponsored programs to enhance employee physical, financial, mental, and emotional wellness.

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.