Entry-level retention specialist who re-markets expiring or at-risk policies, executes multi-carrier reshops, presents alternative coverage, and identifies cross-sell opportunities. Provides high-touch client service, documents interactions in agency systems, follows scripts and compliance standards, completes required training, and maintains an active state insurance license to support retention and agency revenue goals.

90–120 day on-site SkillBridge internship training transitioning service members in consultative B2B/B2C sales, relationship development, CRM (Salesforce), risk assessment for personal insurance, compliance, and preparation for state insurance licensing with potential interview for full-time Account Executive roles.

Build a book of business by prospecting referral partners (real estate, mortgage), consult with clients to assess insurance needs, analyze carrier options, provide custom household risk solutions, obtain state insurance license, and complete Goosehead sales and systems training.