Renewal Agent (GL)

Integrated Specialty Coverages•Sacramento, CA

1d•Hybrid

About The Position

The Renewal Agent is a production-focused sales and account management role responsible for retaining and growing an established book of commercial insurance customers, primarily focused on General Liability insurance for contractors. The agent manages assigned renewals from initial outreach through completion, including gathering underwriting information, reviewing coverage and pricing, presenting renewal options, addressing retention challenges, and guiding customers through renewal decisions. Success is measured by retention, premium production, and account growth. The role also involves identifying opportunities to connect contractors with other CCIS products, including Workers' Compensation insurance and surety bonds. The position begins fully onsite in the Sacramento office. After successfully completing the probationary period, employees are eligible for a hybrid schedule with one work-from-home day per week. The position offers bonus pay; details are shared during the interview process. CCIS provides inbound opportunities through investment in marketing and lead generation, allowing agents to focus on helping customers and closing business. The team works collaboratively to improve renewal workflows, customer experience, and processes.

Requirements

Commercial insurance experience is strongly preferred, particularly General Liability experience; 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 is preferred.
An active California Property and Casualty license is 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 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

Commercial insurance experience, particularly General Liability insurance.
Working knowledge of commercial insurance products, underwriting concepts, and carrier processes.
Active California Property and Casualty license.

Responsibilities

Manage an assigned book and pipeline of upcoming General Liability renewals from initial outreach through completed renewal.
Proactively contact existing customers about upcoming renewals, coverage needs, underwriting requirements, pricing, and payment.
Review policies and customer information to identify changes affecting renewal eligibility, coverage, or pricing.
Gather and evaluate underwriting information to prepare accurate renewal options.
Work with insurance carriers and wholesale partners to obtain renewal terms and satisfy underwriting requirements.
Present renewal options and guide customers through coverage, pricing, and payment decisions.
Process renewal payments and complete the steps required to bind and renew coverage.
Retain 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 with the Service team when customers need service outside the normal renewal process.
Meet and exceed retention, premium production, activity, and other performance objectives.
Contribute to improvements in renewal workflows, customer experience, and team processes.