Enterprise Retention Specialist I

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.…