Re-Shop Specialist (Licensed P&C Agent)
About The Position
Licensed Property & Casualty Insurance Agent Re Shops Position Summary We are seeking an experienced and detail oriented Licensed Property & Casualty P&C Insurance Agent to focus primarily on policy re shops and retention activities This role is critical in ensuring our clients maintain the most competitive coverage and pricing while receiving exceptional customer service The ideal candidate is highly organized efficient and comfortable managing a high volume of renewal reviews Key Responsibilities Review upcoming renewals to identify premium increases coverage gaps or carrier appetite changesConduct thorough re shops across approved carriers to secure the best coverage and pricing options for existing clientsCommunicate re shop results to clients clearly explaining differences in premiums coverage and carrier benefitsProcess policy changes endorsements cancellations and rewrites as neededMaintain accurate documentation within the agency management system AMSPartner with Producers and Account Managers to support retention goalsRespond to client inquiries related to billing coverage and policy updatesEnsure compliance with carrier guidelines underwriting requirements and state regulationsMeet or exceed agency standards for retention customer satisfaction and turnaround timeQualifications Active Property & Casualty License requiredMinimum 12 years of insurance agency experience preferredStrong knowledge of personal lines insurance products Auto Home Umbrella; commercial lines is a plusExperience quoting through multiple carriers and comparative ratersExcellent communication skillsboth written and verbalHigh attention to detail and strong follow throughAbility to manage multiple tasks and deadlines in a fast paced environmentCustomer focused mindset with a commitment to delivering high quality servicePreferred Skills Experience with agency systems EZLynx Applied Vertafore HawkSoft or similarFamiliarity with underwriting guidelines across multiple carriersProven track record of meeting retention or re shop expectations
Requirements
- Active Property & Casualty License required
- Minimum 12 years of insurance agency experience preferred
- Strong knowledge of personal lines insurance products Auto Home Umbrella; commercial lines is a plus
- Experience quoting through multiple carriers and comparative raters
- Excellent communication skillsboth written and verbal
- High attention to detail and strong follow through
- Ability to manage multiple tasks and deadlines in a fast paced environment
- Customer focused mindset with a commitment to delivering high quality service
Nice To Haves
- Experience with agency systems EZLynx Applied Vertafore HawkSoft or similar
- Familiarity with underwriting guidelines across multiple carriers
- Proven track record of meeting retention or re shop expectations
Responsibilities
- Review upcoming renewals to identify premium increases coverage gaps or carrier appetite changes
- Conduct thorough re shops across approved carriers to secure the best coverage and pricing options for existing clients
- Communicate re shop results to clients clearly explaining differences in premiums coverage and carrier benefits
- Process policy changes endorsements cancellations and rewrites as needed
- Maintain accurate documentation within the agency management system AMS
- Partner with Producers and Account Managers to support retention goals
- Respond to client inquiries related to billing coverage and policy updates
- Ensure compliance with carrier guidelines underwriting requirements and state regulations
- Meet or exceed agency standards for retention customer satisfaction and turnaround time
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Mid Level
Industry
Insurance Carriers and Related Activities
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
