Senior Renewal Specialist
About The Position
The Senior Renewal Specialist is a production-focused role within the renewal department responsible for managing general liability and bond renewals, supporting client retention, and assisting with operational initiatives when needed. This position reflects an evolution from the prior Compliance Supervisor structure as organizational responsibilities have shifted across departments. The role is no longer supervisory in nature and instead focuses on renewal production, retention, and technical expertise within contractor insurance programs. The Senior Renewal Specialist serves as a knowledgeable resource within the department, leveraging product expertise and industry experience to support renewal processing, assist with complex scenarios, and contribute to operational improvements when appropriate. The primary focus of the role is general liability renewal production and retention.
Requirements
- Bachelors degree or equivalent work experience in insurance
- Ability to work onsite in our Sacramento, CA office four days a week
- Working knowledge of contractor insurance products, particularly General Liability and Surety Bonds
- Ability to manage high renewal volumes while maintaining accuracy
- 5+ years sales experience, P&C insurance sales experience preferred
- 2+ years of customer service experience
- Property and Casualty License
- Excellent written and verbal communication skills
- Strong organizational and time management skills
- Proficiency with Microsoft Office Suite
- Must be legally authorized to work in the United States.
- ISC participates in the Federal E-Verify program
Responsibilities
- General Liability Renewal Production
- Manage and produce general liability renewals with a focus on retention and premium growth.
- Generate and manage the monthly GL renewal list.
- Underwrite and process renewal accounts while coordinating with carriers to satisfy underwriting requirements.
- Conduct proactive outreach to clients ahead of renewal to ensure continuation of coverage.
- Review policies for coverage accuracy and endorsement needs to minimize E&O exposure.
- Identify opportunities to improve retention and reduce lapse or cancellation risk.
- Client Service & Phone Coverage
- Participate in the department phone rotation assisting existing clients.
- Respond to inbound inquiries related to renewals, coverage questions, policy changes, and payments.
- Support client retention by providing timely and accurate policy servicing.
- Assist clients in updating policy information and addressing account needs.
- Technical Expertise & Operational Support
- Serve as a subject matter resource for general liability renewals and coverage questions.
- Provide support to management with renewal reporting and operational initiatives when requested.
- Assist with complex coverage or endorsement questions when escalated.
- Provide feedback on internal processes to improve renewal workflows and retention outcomes.
- Training & Process Support
- Assist with internal training related to general liability products and carrier guidelines.
- Help ensure internal teams remain informed on coverage updates, underwriting changes, or operational adjustments.
- Support departmental initiatives and special projects aligned with company growth objectives.
- Additional Responsibilities
- Process payments received via phone, mail, or online systems when necessary.
- Coordinate with service and operations teams to ensure timely policy processing.
- Assist with department projects or initiatives as business needs evolve.
Benefits
- Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical, dental, vision
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
