Enterprise Retention Specialist I

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$81,650 U.S. median for this role

Projected growth (BLS Employment Projections)

+6.9% - Faster than average

Matched to SOC 13-1071 - Human Resources aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Company

Company stage

Public-company Verified - from the job posting source checked Jun 20, 2026

Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Enterprise Retention Specialist I 9 Locations 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

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