Renewal Agent (GL)

Integrated Specialty Coverages, LLC•Sacramento, CA

1d•$25 - $30•Hybrid

About The Position

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. The Commercial Insurance Renewal Agent is a production-focused sales and account management role responsible for retaining and growing an established book of commercial insurance customers, with a primary focus on General Liability insurance for contractors. You will own the renewal process for your assigned customers, proactively managing upcoming renewals from initial outreach through completion. This includes gathering underwriting information, reviewing coverage and pricing, presenting renewal options, overcoming retention challenges, and guiding customers through the renewal process. Success in this role is driven by retention, premium production, and account growth. In addition to retaining existing business, you will identify opportunities to strengthen customer relationships by connecting contractors with additional CCIS insurance and surety products that fit their business needs. This position begins fully onsite in our Sacramento office. Following successful completion of the probationary period, employees are eligible for a hybrid schedule with one work-from-home day per week.

Requirements

Commercial insurance experience strongly preferred, particularly experience with General Liability insurance
Candidates without direct commercial insurance experience may be considered with relevant insurance, sales, underwriting, account management, or similar experience
Working knowledge of commercial insurance products, underwriting concepts, and carrier processes preferred
Active California Property and Casualty license preferred; candidates without an active license must be willing and able to obtain one, with licensing support provided by CCIS
Strong sales and customer-retention mindset
Ability to manage a high-volume renewal pipeline and prioritize accounts based on timing and customer needs
Strong follow-up habits and the ability to manage multiple customer conversations simultaneously
Strong written and verbal communication skills
Ability to explain insurance products, pricing, and requirements clearly and professionally
Comfortable working toward defined production and retention goals
Strong attention to detail and ability to maintain accurate records
Ability to learn and effectively use multiple technology platforms
Proficiency with Microsoft Office products
Ability to work onsite in Sacramento during the initial probationary period
Must be legally authorized to work in the United States.

Nice To Haves

This role also offers bonus pay.

Responsibilities

Manage an assigned book and pipeline of upcoming General Liability renewals from initial outreach through completed renewal
Proactively contact existing customers regarding upcoming renewals, coverage needs, underwriting requirements, pricing, and payment
Review existing policies and customer information to identify changes that may impact renewal eligibility, coverage, or pricing
Gather and evaluate underwriting information needed to prepare accurate renewal options
Work with insurance carriers and wholesale partners to obtain renewal terms and satisfy underwriting requirements
Present renewal options to customers and guide them through coverage, pricing, and payment decisions
Process renewal payments and complete the necessary steps to successfully bind and renew coverage
Retain existing customers by identifying concerns, addressing renewal obstacles, and finding appropriate solutions within available carrier options
Identify opportunities for additional CCIS products, including Workers' Compensation insurance and surety bonds
Assist customers with renewal-related questions across CCIS product lines as part of the broader Renewal team
Maintain consistent and organized follow-up throughout the renewal cycle
Maintain accurate customer, policy, renewal, and activity records within CCIS systems
Work closely with the Service team when a customer requires servicing outside the normal renewal process
Meet and exceed defined retention, premium production, activity, and other performance objectives
Contribute to the continued improvement of renewal workflows, customer experience, and team processes

Benefits

medical, dental and vision insurance
401(k) plan with match
paid time off
Employee Ownership Program
Professional development opportunities
Owner Referral Program
Work from home reimbursement for remote/hybrid roles
Canary emergency financial assistance program
Life/AD&D Insurance
Confidential, Employee Assistance Program
Health Savings Account, includes company contribution
Short-term disability
Voluntary benefits - supplemental accident, critical illness, hospital insurance
Employee discounts
401(k) Plan with company match contribution
Addition Wealth Financial Wellness Program
Various Time Off Programs
11 company paid holidays