Enterprise Retention Specialist I

Enterprise Retention Specialist I is an entry-level role focused on re-marketing existing clients with expiring policies, those experiencing premium changes, or adverse underwriting actions. The position blends sales expertise with high-touch service to retain clients by conducting policy reshops, presenting alternative options, and proactively identifying cross-sell opportunities. Responsibilities include outbound/inbound client interactions for reshops, renewal reviews, and cancellation mitigation; evaluating client needs and offering tailored policy options; executing reshops across multiple carriers with accurate quoting; delivering concierge-level service while applying sales techniques; documenting interactions and outcomes; adhering to scripts, workflows, and compliance; maintaining an active state insurance license and completing required training; and collaborating with teammates to meet retention and productivity goals. Goosehead emphasizes growth, client-focused service, and contributing to agency revenue while supporting retention outcomes.