Goosehead
Enterprise Retention Specialist I
Orlando
Sponsorship not specifiedDetected 8 days ago
Outbound SalesLeadershipUnderwriting
About the role
- The Retention Specialist I is an entry-‑level role responsible for re‑-marketing existing clients whose policies are expiring, experiencing premium increases, or facing adverse underwriting actions.
- This position blends sales expertise with high-‑touch service execution to ensure clients remain optimally placed with the right coverage solutions.
- Specialists conduct reshops, present alternative policy options, and proactively identify opportunities to cross-‑sell additional products.
Responsibilities
- Deliver a concierge‑level service experience while applying sales techniques to retain and grow accounts
- Document all interactions, outcomes, and next steps in agency systems
- Collaborate with team members and leadership to meet retention and productivity goals
Requirements
- Maintain active state insurance license and complete required training
Benefits
- Identify and pursue cross‑sell opportunities that enhance client coverage and agency revenue
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This listing is sourced directly from Goosehead's careers page and normalized into a canonical job model.