Retention Specialist I

About Goosehead

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
• Entrepreneurial spirit
• 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.
• Financial Solution Program.

Equal Employment Opportunity

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.

To learn more about our job opportunities, apply here. We look forward to speaking with you!