Specialists follow established workflows, scripts, and compliance standards while developing deeper insurance knowledge and autonomy. They are expected to identify cross-sell opportunities that ...
Specialists follow established workflows, scripts, and compliance standards while developing deeper insurance knowledge and autonomy. They are expected to identify cross-sell opportunities that ...
Specialists follow established workflows, scripts, and compliance standards while developing deeper insurance knowledge and autonomy. They are expected to identify cross-sell opportunities that ...
Specialists follow established workflows, scripts, and compliance standards while developing deeper insurance knowledge and autonomy. They are expected to identify cross-sell opportunities that ...
PSI (Proteam Solutions) is seeking a Quality Assurance Specialist 3 to develop and execute test scripts for software releases. The role involves effective communication with UAT Release Leads ...
PSI (Proteam Solutions) is seeking a Quality Assurance Specialist 3 to develop and execute test scripts for software releases. The role involves effective communication with UAT Release Leads ...
Enterprise Retention Specialist I
Westlake, OH · On-site
$48K/yr
Specialists follow established workflows, scripts, and compliance standards while developing deeper insurance knowledge and autonomy. They are expected to identify cross-sell opportunities that ...
Enterprise Retention Specialist I
Westlake, OH · On-site
$48K/yr
Specialists follow established workflows, scripts, and compliance standards while developing deeper insurance knowledge and autonomy. They are expected to identify cross-sell opportunities that ...
Quality Assurance Specialist to help IT design, pilot, and implement the software quality assurance ... scripts, plans and procedures (manual and automated). 6. Work with the ODPS project team to test ...
Quality Assurance Specialist to help IT design, pilot, and implement the software quality assurance ... scripts, plans and procedures (manual and automated). 6. Work with the ODPS project team to test ...
Quality Assurance Specialist to help IT design, pilot, and implement the software quality assurance ... scripts, plans and procedures (manual and automated). 6. Work with the ODPS project team to test ...
Quality Assurance Specialist to help IT design, pilot, and implement the software quality assurance ... scripts, plans and procedures (manual and automated). 6. Work with the ODPS project team to test ...
Quality Assurance Specialist to help IT design, pilot, and implement the software quality assurance ... scripts, plans and procedures (manual and automated). 6. Work with the ODPS project team to test ...
Quality Assurance Specialist to help IT design, pilot, and implement the software quality assurance ... scripts, plans and procedures (manual and automated). 6. Work with the ODPS project team to test ...
The Human Capital Management (HCM) Quality Assurance Specialist 4 (QAS) will be working on behalf ... Ensure that test scenarios and scripts are accurate and comprehensive to completely validate all ...
The Human Capital Management (HCM) Quality Assurance Specialist 4 (QAS) will be working on behalf ... Ensure that test scenarios and scripts are accurate and comprehensive to completely validate all ...
Quality Assurance Specialist [Hybrid]
Columbus, OH · On-site
$40/hr
Quality Assurance Specialist 3(QAS3) Location: Columbus, OH Rate: $40/hr. on C2C Visa: Any Visa ... scripts, plans and procedures (manual and automated). 6. Work with the ODPS project team to test ...
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Quality Assurance Specialist [Hybrid]
Columbus, OH · On-site
$40/hr
Quality Assurance Specialist 3(QAS3) Location: Columbus, OH Rate: $40/hr. on C2C Visa: Any Visa ... scripts, plans and procedures (manual and automated). 6. Work with the ODPS project team to test ...
Acquisitions Specialist
Columbus, OH · On-site
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Acquisitions Specialist
Columbus, OH · On-site
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Acquisitions Specialist
Columbus, OH · On-site
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Acquisitions Specialist
Columbus, OH · On-site
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Acquisitions Specialist
Columbus, OH · On-site
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Acquisitions Specialist
Columbus, OH · On-site
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Acquisitions Specialist
Columbus, OH · On-site
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
Acquisitions Specialist
Columbus, OH · On-site
Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to ... KBB, Cars.com), scripts and word tracks, through role playing and appointment setting.
PSI (Proteam Solutions) is seeking a Quality Assurance Specialist to work onsite in Columbus, OH ... script using automation tools such as Selenium & Cucumber • Preferred candidate will have ...
PSI (Proteam Solutions) is seeking a Quality Assurance Specialist to work onsite in Columbus, OH ... script using automation tools such as Selenium & Cucumber • Preferred candidate will have ...
PSI (Proteam Solutions) is seeking a Quality Assurance Specialist to ensure the quality and ... script using automation tools such as Selenium & Cucumber • Preferred candidate will have ...
PSI (Proteam Solutions) is seeking a Quality Assurance Specialist to ensure the quality and ... script using automation tools such as Selenium & Cucumber • Preferred candidate will have ...
Recovery Specialist II
Westlake, OH · On-site
The Recovery Specialist II is responsible for performing all the responsibilities of Recovery ... Training new hires on recovery processes or call scripts. * Motivate and guide team members to meet ...
Recovery Specialist II
Westlake, OH · On-site
The Recovery Specialist II is responsible for performing all the responsibilities of Recovery ... Training new hires on recovery processes or call scripts. * Motivate and guide team members to meet ...
Recovery Specialist II
Westlake, OH · Hybrid
The Recovery Specialist II is responsible for performing all the responsibilities of Recovery ... Training new hires on recovery processes or call scripts. * Motivate and guide team members to meet ...
Recovery Specialist II
Westlake, OH · Hybrid
The Recovery Specialist II is responsible for performing all the responsibilities of Recovery ... Training new hires on recovery processes or call scripts. * Motivate and guide team members to meet ...
Technical Security Specialist Location: Columbus Ohio 43215 Contract: 12 Months+ Interview Type: in ... scripts that update blacklists and whitelists o Honey pot technologies o IronPort secure web and ...
Technical Security Specialist Location: Columbus Ohio 43215 Contract: 12 Months+ Interview Type: in ... scripts that update blacklists and whitelists o Honey pot technologies o IronPort secure web and ...
Technical Security Specialist Location: Columbus Ohio 43215 Contract: 12 Months+ Interview Type: in ... scripts that update blacklists and whitelists o Honey pot technologies o IronPort secure web and ...
Technical Security Specialist Location: Columbus Ohio 43215 Contract: 12 Months+ Interview Type: in ... scripts that update blacklists and whitelists o Honey pot technologies o IronPort secure web and ...
Enterprise Retention Specialist I
Westlake, OH • On-site
Goosehead
Full-time
Re-posted 2 days ago
Job description
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, remarketing, 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 conciergelevel service experience while applying sales techniques to retain and grow accounts
Identify and pursue crosssell 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