Enterprise Support Agent

Goosehead Insurance • Columbus, OH

1d • $40,000 - $52,000

About The Position

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members. Job Summary 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. Principal Duties and Responsibilities 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.

Requirements

• Legally authorized to work in the United States
• Excellent organizational and multitasking skills.
• Strong written and verbal communication abilities.
• Proficiency in CRM software and Microsoft Office Suite.
• Attention to detail and commitment to accuracy.
• Ability to collaborate effectively across teams.
• Self-motivated and capable of working independently.

Nice To Haves

• General Lines License (Preferred)

Responsibilities

• 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.
• 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.

Benefits

• High-quality voluntary health, vision, disability, life, and dental insurance programs.
• 401K Matching Plan.
• Employee Stock Purchase Plan.
• Paid holidays, vacation, and sick leave.
• Corporate sponsored programs to enhance employee physical, financial, mental, and emotional wellness.
• Financial Solution Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed