Licensed Customer Service Retention Specialist, Multi-Carrier

11 Minutes ago • 2 Years + • $53,000 PA - $60,000 PA
Customer Service

Job Description

As a Licensed Customer Service Retention Specialist, Multi-Carrier, you will be a crucial advocate for insureds, focusing on retaining customers by offering reshops, discount checks, and policy reviews. You'll manage policy renewals and interact with customers via phone and email. This role requires strong knowledge in auto/property insurance and an active Personal Lines or Property and Casualty insurance License. You will utilize tools and resources to prevent policy cancellations and assist with updating forms and training materials when available.
Good To Have:
  • Bilingual Spanish speaker
  • Experience in a call center/high incoming call volume environment
Must Have:
  • Attempt to save customers from leaving our agency
  • Offer reshops, discount checks, and policy reviews
  • Be the main point of contact for customers during policy renewals
  • Interact with customers via phone and email
  • Be knowledgeable in the auto/property insurance space
  • Effectively use tools and resources to keep customers from canceling their policies
  • Update forms, policies, procedures, and training materials (when time permits)
  • Take inbound calls from customers that wish to have a renewal review
  • Interact with current policyholders to resolve issues, answer questions, and beyond
  • Contact customers who have expressed interest in canceling their policy, and exploring options with other carriers
  • Perform coverage counseling/finding additional ways to retain the business when needed
  • Create/update policies for customers to review
  • Holds an active Personal Lines or Property and Casualty Insurance license
  • Minimum 2 years of Brokerage or Multi-Carrier experience
  • Minimum 1 year of experience in selling and/or retention in the insurance space
  • Superior people skills and a strong empathetic nature
  • Ability to work with those in distress; you can de-escalate and resolve customer concerns via phone
  • Superb attention to detail
  • Not afraid to tackle problems and work to solve them independently
  • Has a strong technical ability
  • You are flexible and coachable
  • Highly Organized and able to manage multiple tasks/follow-ups with customers
Perks:
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life Insurance
  • Short Term Disability Insurance
  • Long Term Disability Insurance
  • Employee Assistance Program
  • Accident insurance
  • Hospital indemnity
  • Critical illness insurance
  • Legal assistance
  • Pet insurance
  • Competitive salary
  • Company equity through Restricted Stock Units (RSUs)
  • 401K with company match of up to 4% of eligible earnings
  • 16 days of accrued PTO per year
  • 10 paid holidays (8 company holidays plus 2 floating)
  • Paid parental leave program (14 weeks for birthing parents, 8 weeks for non-birthing parents)
  • Continuing education and professional development opportunities

Add these skills to join the top 1% applicants for this job

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Kin is redesigning insurance to be smarter, faster, and centered on the customer. We use intelligent pricing, offer seamless bundling, and make every step (from purchasing, servicing to claims) simple and friction-free, especially in the places traditional insurers often ignore. We empower people to protect what matters most, starting with their homes and expanding to all they value, in a world where climate risks, rising costs, and outdated systems leave too many behind. Our approach has fostered amazing growth, attracted marquee investors, and earned us accolades, including being named to:

  • Built In Chicago's Best Places to Work, Midsize Companies (2021-2025).
  • Forbes' America's Best Startup Employers (2021- 2024, Ranked #37 in 2024).
  • Inc. 5000 Fastest-Growing Private Companies.
  • Forbes’ Fintech 50.

Simply put, our people are what make us great – we need forward-thinking, inspired game-changers like you to join us in our mission.

So, what’s the role?

As a Licensed Customer Service Retention Specialist, Multi-Carrier, you have the chance to be an important advocate and adviser for our insureds. In this role, you will attempt to save customers from leaving our agency, offering reshops, discount checks, and policy reviews as needed. You’ll also be the main point of contact for customers during policy renewals. You will interact with our customers however is most convenient for them, including phone and email. It is important that you are knowledgeable in the auto/property insurance space; at this time, we are seeking applicants that currently hold an active Personal Lines or Property and Casualty insurance License. We are looking for applicants that are able to effectively use tools and resources to keep our customers from canceling their policies. When time permits, we’d love your help in updating forms, policies, procedures, and training materials.

A day in the life could include:

  • Taking inbound calls from customers that wish to have a renewal review
  • Interacting with current policyholders to resolve issues, answer questions, and beyond
  • Contacting customers who have expressed interest in canceling their policy, and exploring options with other carriers
  • Perform coverage counseling/finding additional ways to retain the business when needed
  • Creating/updating policies for customers to review

I’ve got the skills… but do I have the necessary ones?

  • Holds an active Personal Lines or Property and Casualty Insurance license
  • Minimum 2 years of Brokerage or Multi-Carrier experience
  • Minimum 1 year of experience in selling and/or retention in the insurance space
  • Superior people skills and a strong empathetic nature
  • Ability to work with those in distress; you can de-escalate and resolve customer concerns via phone
  • Superb attention to detail (it seems obvious, but this one is important!)
  • Not afraid to tackle problems and work to solve them independently
  • Has a strong technical ability
  • You are flexible and coachable
  • Highly Organized and able to manage multiple tasks/follow-ups with customers

Bonus Points

  • Bilingual Spanish speaker a plus, but not required
  • Experience in a call center/high incoming call volume environment at plus, but not required

Oh, and don’t worry, we’ve got you covered!

We offer a comprehensive benefits program, allowing you to choose the benefits that are best for you and your family including: Medical, Dental, Vision, Life Insurance, Short and Long Term Disability Insurance options, Employee Assistance Program, as well as elective voluntary benefits such as accident insurance, hospital indemnity, critical illness, legal assistance and pet insurance. Kinfolk become eligible for benefits on the first day of the month following their start date.

In addition to these benefits, we also are excited to offer the following:

  • Competitive salary and company equity through Restricted Stock Units (RSUs), granted as part of our standard compensation package and based on role and level.
  • 401K with company match of up to 4% of eligible earnings
  • 16 days of accrued PTO per year plus 10 paid holidays (8 company holidays plus 2 floating)
  • A paid parental leave program that provides 100% salary continuation of up to 14 weeks for birthing parents and 8 weeks for non birthing parents
  • Continuing education and professional development opportunities

For Sales Agents and Customer Service Agents: These roles sit in any of the following 30 states: AL, AZ, CO, FL, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VT, VA, WA, and WI.

For all other positions, these roles can sit in any of the following 40 states: AL, AR, AZ, CA (exempt only), CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, MA, ME, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, and WI. Please only apply if you are able to live and work full-time in one of the states listed above.

State locations and specifics are subject to change as our hiring requirements shift.

About Kin

Kin is the only pure-play, direct-to-consumer digital insurer focused on the growing home insurance market. We make policies convenient and affordable through a technology platform that delivers a seamless user experience, customized options for coverage, and fast, high-quality claims service. Kin is a fully licensed carrier that offers coverage through its reciprocal exchanges which are owned by its policyholders. To learn more, visit www.kin.com

EEOC Statement

Kin is proud to be an Equal Employment Opportunity and Affirmative Action Employer. We don't just accept difference – we honor it, nurture it, and celebrate it. We don’t discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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