Renewal Agent (Workers Comp)

Integrated Specialty CoveragesSacramento, CA
15h$22 - $25Onsite

About The Position

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. 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.

Requirements

  • 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.

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.

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
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