Job Summary

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 role 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.

Position 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.

Minimum Qualifications

• 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

This role also offers bonus pay. Your Talent Acquisition representative will share more details about the bonus component should you advance in the interview process.

Future opportunities await! As we continue to grow, we are always looking to connect with insurance professionals with P&C and Workers Comp backgrounds in the Sacramento area. If you have any sales or renewals experience in these lines and are looking for a change in the coming year, we'd love to hear from you! 

Job Summary:

The Renewal Agent role involves ongoing management of clients, aiming to retain both new and renewal clients by maintaining high service standards. In this position, you'll work within a dedicated team focused on customer retention, supporting business development activities in partnership with management and other teammates. Responsibilities include fielding incoming calls, processing payments, preparing renewals, and conducting customer outreach. Training will be provided to ensure success in these areas. This role is based out of our Sacramento location, where you'll be an integral part of our effort to uphold and enhance our client relationships.

Position Responsibilities:

• Field inbound sales leads and walk-in traffic.
• Follow up with existing clients.
• Underwrite products and provide renewals based on customer needs.
• Process inbound payments received over the phone, mail, online, or fax.
• Work with the carrier to satisfy customer requirements.
• Assist clients in updating their accounts and policy-related items.
• Review and develop internal processes
• Additional duties as the departments needs change.

Minimum Qualifications:

• Competent with Microsoft Office Suite
• Good written and verbal communication skills
• Ability to work onsite in our Sacramento, CA office
• 2-year sales experiences preferred
• 2 years customer service preferred
• Must be willing to obtain Property and Casualty License.
• Candidates with a bachelor’s degree preferred and must have a passion for customer service.

This role also offers bonus pay. Your Talent Acquisition representative will share more details about the bonus component should you advance in the interview process.

Job Summary

The New Business Agent is a production-focused sales role centered on General Liability insurance. You will handle inbound leads, underwrite and quote policies, and guide contractors through the bind process. You will also field inbound calls across other product lines including surety bonds and Workers Compensation as volume dictates.

This is a hybrid role with 1 day WFH. The remaining days will be onsite in our Sacramento office, 9am-6pm PST.

Additionally, this role offers a competitive base with performance-based commission for producing agents.

• Base pay: $52,000 to $62,000 per year, plus overtime as applicable
• Performance-based commission tied to production — strong performers earn significantly above base
• Total compensation at plan: $76,000 to $98,000+
• Commission is uncapped

Position Responsibilities

• Handle inbound General Liability sales leads from first contact through bound policy
• Underwrite products and deliver accurate quotes based on customer needs and carrier guidelines
• Field inbound calls across other commercial lines products including surety bonds and Workers Compensation
• Follow up with prospects in a timely and organized manner
• Process inbound payments and assist clients with account updates and policy-related items
• Work with carrier partners to satisfy client requirements
• Maintain accurate records and contribute to clean policy administration
• Meet and exceed defined production targets and KPI objectives — your output directly contributes to the growth of the commercial lines book and the success of the team around you

Minimum Qualifications

• 2+ years of demonstrated experience in the insurance industry — prior sales, account management, or service role required
• Working knowledge of General Liability products, underwriting basics, and carrier processes
• California P&C License preferred; candidates without an active license must be willing to obtain one, we will sponsor the process
• Proven ability to manage a sales pipeline, follow up consistently, and close
• Strong written and verbal communication skills
• Proficiency in Microsoft Office products
• Willing to work onsite 4 days a week, 9:00 AM to 6:00 PM