Enterprise Retention Specialist I
At a glance
Mid-level Retention Marketing role at Goosehead. 9 Locations · full-time.
Pay not stated Retention Marketing salary
Growth Roles summary, based on the employer's posting.
What you'll do
- Contact clients by phone or other channels about expiring policies, renewals, reshops, and cancellations
- Review client needs, compare carrier options, and recommend coverage alternatives after price or underwriting changes
- Quote and place reshopped policies accurately across multiple carriers
- Use consultative selling and attentive service to retain accounts and uncover additional coverage opportunities
- Record client conversations, results, and follow-up actions in agency systems while meeting team goals
What you bring
- An active state insurance license and completion of required training
- The ability to follow scripts, workflows, and compliance requirements consistently
- Sales judgment and service care for handling price-sensitive clients and underwriting-related policy changes
Who this fits
This role suits someone starting in insurance who can combine outbound and inbound client work with consultative selling. You’ll work within established processes, collaborate with teammates and leadership, and build greater insurance knowledge and independence over time.
From the employer
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. The role is central to preserving client relationships, stabilizing retention outcomes, and supporting agency revenue growth.
The Retention Specialist I serves as a front-line resource for clients requiring policy review, re‑marketing, or cancellation mitigation. When a client is price‑-sensitive or impacted by underwriting changes, the specialist evaluates available carrier options, reshops the policy, and presents tailored solutions that align with the client’s needs. This role requires balancing consultative sales skills with the precision and care of a service professional.
Specialists follow established workflows, scripts, and compliance standards while developing deeper insurance knowledge and autonomy. They are expected to identify cross‑-sell opportunities that enhance coverage and contribute to agency revenue. Performance is measured through retention outcomes, productivity metrics, and the ability to deliver a positive client experience during moments of potential attrition.
Job 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
• Collaborate with team members and leadership to meet retention and productivity goals
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