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Entry Level Workflow Specialist Jobs (NOW HIRING)

Goosehead

Enterprise Retention Specialist I

Chicago, IL · On-site

The Retention Specialist I is an entry-level role responsible for re-marketing existing clients ... Specialists follow established workflows, scripts, and compliance standards while developing deeper ...

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How much do entry level workflow specialist jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for entry level workflow specialist in the United States is $19.77, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $21.88 per hour, depending on experience, location, and employer.

What are some typical challenges an Entry Level Workflow Specialist might face in their first few months on the job?

As an Entry Level Workflow Specialist, one of the main challenges you'll encounter is quickly learning the organization's processes and mastering workflow management tools. You may also find it challenging to coordinate with multiple departments while ensuring tasks are completed accurately and on time. Adapting to rapidly changing priorities and troubleshooting process bottlenecks are common as you build your experience. Proactive communication and a willingness to ask questions are crucial for navigating these initial hurdles.

What are the key skills and qualifications needed to thrive as an Entry Level Workflow Specialist, and why are they important?

To thrive as an Entry Level Workflow Specialist, you need attention to detail, strong organizational abilities, and a basic understanding of business processes, typically supported by a relevant associate’s or bachelor’s degree. Familiarity with workflow management software, Microsoft Office Suite, and sometimes tools like Salesforce or ServiceNow is often required. Strong communication, problem-solving skills, and a proactive attitude help you effectively coordinate tasks and collaborate across teams. These skills enable efficient process management, minimize errors, and ensure smooth operations within an organization.

What is an Entry Level Workflow Specialist?

An Entry Level Workflow Specialist is a professional who helps design, manage, and optimize business processes within an organization. They typically support the implementation of workflow automation tools, ensuring that tasks move efficiently between people and systems. These specialists analyze current processes, identify bottlenecks, and assist in creating solutions to improve productivity. The role often involves working with software platforms, collaborating with different departments, and providing support for workflow-related issues.
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Entry Level Workflow Specialist jobs near you
Infographic showing various Entry Level Workflow Specialist job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $41,119 per year, or $19.8 per hour.
Enterprise Retention Specialist I

Enterprise Retention Specialist I

Goosehead Insurance

Houston, TX • On-site

Other

This job post has expired today. Applications are no longer accepted.

Goosehead Insurance rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

210th of 281 rated insurance

Job description

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. 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 applying sales techniques to retain and grow accounts
  • Identify and pursue cross-sell opportunities that enhance client coverage and agency revenue
  • Document all interactions, outcomes, and next steps in agency systems
  • Follow established scripts, workflows, and compliance guidelines
  • Maintain active state insurance license and complete required training
  • Collaborate with team members and leadership to meet retention and productivity goals

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