Pay: $50,000–$70,000 DOE + bonus Schedule: Full-time | Hybrid (after training): 3 days in office / 2 remote No cold calling. This is an existing-client renewals + retention role.
This seat is built for someone who’s steady, sharp, and client-first. You’ll help existing clients navigate rate increases, protect great coverage, and keep the book healthy—without pressure tactics or chaos. We’ll give you clear workflows, scripts, templates, and support so you can win consistently.
What you’ll do (core responsibilities)
Lead rate-increase conversations with confidence and empathy (coverage, deductibles, discounts, carrier options)
Re-shop renewals when needed and present best-fit recommendations clearly
Run renewals end-to-end: intake remarket/quote proposal bind/issue document
Save cancels when appropriate while always doing what’s right for the client
Keep the pipeline clean: notes, tasks, and documentation in EZLynx so nothing slips
Spot simple cross-sell opportunities (umbrella, toys, etc.) when it genuinely helps the client
You’ll thrive here if you…
Are licensed P&C (Idaho) or can transfer quickly
Have 12–18+ months of personal lines servicing experience (captive or independent—both welcome)
Are calm and persuasive on the phone (clear, confident, never pushy)
Are organized and consistent (you can juggle renewals and still document everything)
Like standards, checklists, and clean processes
Enjoy solving problems and taking ownership without needing micromanagement
What success looks like in your first 90 days
Own renewals + saves: You handle rate calls, re-shop when needed, and reduce cancellations with empathy + clarity
Run the lane end-to-end: You manage renewals from start to finish without things slipping
Clean follow-through: Every touchpoint/outcome is documented; your renewal pipeline stays on time and under control