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Entry-level retention specialist who re-markets expiring or at-risk policies, executes multi-carrier reshops, presents alternative coverage, and identifies cross-sell opportunities. Provides high-touch client service, documents interactions in agency systems, follows scripts and compliance standards, completes required training, and maintains an active state insurance license to support retention and agency revenue goals.

Build a book of business by prospecting and developing referral relationships with real estate and mortgage professionals. Advise clients on insurance needs, analyze carrier options, and deliver customized policies to mitigate household risk. Meet monthly new-business revenue goals and leverage provided training in sales process management and Salesforce.

Build a book of business by prospecting and establishing referral partner relationships with real estate and mortgage professionals. Advise clients on insurance needs, analyze options across carriers, and deliver custom household risk solutions. Complete required licensing and Goosehead training (company-paid).

Build a book of business by prospecting and establishing referral partner relationships (real estate and mortgage), consult clients on insurance needs, analyze carrier options, and close new business to meet monthly revenue targets. Receive training in Salesforce, sales process, and business development.

Sell insurance by prospecting, building referral partner relationships, assessing client needs across a large carrier portfolio, and closing new business to build a book of clients. Achieve monthly revenue targets, manage renewals for passive income, and use provided training in sales processes and Salesforce.

Sell insurance by prospecting and building referral partner relationships (real estate, mortgage), qualifying client needs, comparing carrier options, and providing custom household insurance solutions. Generate new business revenue, manage sales process in Salesforce, complete required state licensing after hire, and pursue renewal commissions for passive income.

Generate new business revenue by prospecting referral partners, building a book of business, assessing clients' insurance needs across many carriers, and delivering custom household risk solutions. Use Salesforce and company sales processes; focus on relationship building, networking, and meeting individual and team sales targets with uncapped commissions and renewal income.

Provide warm, professional email support to clients across multiple carriers and lines of business. Document case details, resolve or redirect issues, maintain accurate records, collaborate with internal teams, and meet accuracy and turnaround benchmarks while prioritizing client experience. Entry-level role with clear progression opportunities.

Build a book of business by prospecting and developing referral partnerships (real estate, mortgage), assess clients' insurance needs, present carrier options, and close new business while managing renewals and client relationships.

Generate new business by prospecting and building referral partner relationships with real estate and mortgage professionals. Assess client insurance needs, compare carrier options, and deliver customized household risk solutions. Meet individual and team revenue targets and maintain client relationships for renewals.