Licensed Agency Customer Service Retention Specialist (Insurance)

TL;DR

Licensed Agency Customer Service Retention Specialist (Insurance): Managing policy renewals and implementing retention strategies for homeowners insurance with an accent on coverage counseling and multi-carrier reshopping. Focus on reducing churn by identifying value-driven alternatives and resolving complex policyholder concerns.

Location: Remote (Must be based in one of the 30 listed US states)

Salary: $50K – $58K + Equity

Company

hirify.global provides smarter, data-driven homeowners insurance to make coverage more affordable and accessible in high-risk areas.

What you will do

• Manage inbound renewal conversations and retention consultations with existing policyholders.
• Perform coverage counseling and comprehensive policy reviews to ensure optimal protection.
• Reshop policies across approved carrier partners to find competitive pricing and coverage solutions.
• Resolve customer concerns and de-escalate challenging situations via phone and email.
• Maintain accurate policy documentation and follow-up records in internal systems.
• Collaborate on improving operational processes, forms, and training materials.

Requirements

• Active Personal Lines or Property & Casualty Insurance License.
• 2+ years of brokerage or multi-carrier insurance experience.
• 1+ year of insurance sales or customer retention experience.
• Proven experience in policy reviews and renewal consultations.
• Must reside and work full-time in one of the following US states: AL, AZ, CO, FL, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VT, VA, WA, or WI.

Nice to have

• Bilingual Spanish language skills.
• Experience worhirify.globalg in a call center or high-volume customer contact environment.

Culture & Benefits

• Competitive salary and company equity through RSUs.
• 401(k) with company match up to 4% of eligible earnings.
• Comprehensive medical, dental, and vision insurance with company-funded HSA contributions.
• Paid parental leave (up to 14 weeks for birthing parents and 8 weeks for non-birthing parents).
• 11 days of accrued PTO, 7 days paid sick leave, and 8 paid company holidays.
• Professional development budgets for certifications and learning.

Hiring process

• Interviews with recruiters, hiring managers, and team members.
• Relevant skills assessment for the position.
• Human-led evaluations with prompt updates and feedback.