Renewal Agent

Job Description 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.The starting hourly pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits, including medical, dental, and vision insurance, a 401(k) plan with match, paid time off, and other benefits.CCIS salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.National Pay Range$25 - $30 USDBenefits of Working at CCISEmployee Ownership Program - every eligible employee shares in the financial rewards that grow when the company growsProfessional development opportunitiesOwner Referral ProgramWork from home reimbursement for remote/hybrid rolesCanary emergency financial assistance programComprehensive medical, dental, visionLife/AD&D InsuranceConfidential, Employee Assistance ProgramHealth Savings Account, includes company contributionShort-term disabilityVoluntary benefits - supplemental accident, critical illness, hospital insuranceEmployee discounts401(k) Plan with company match contributionAddition Wealth Financial Wellness ProgramVarious Time Off Programs11 company paid holidaysCalifornia Contractors Insurance Services believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, with our employees, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a "can-do" attitude, and fostering a collaborative and mutually supportive environment.Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law. Company DescriptionCalifornia Contractors Insurance Services is an established insurance distribution platform with an office in Sacramento, CA. CCIS concentrates on profitable market niches where its investments in people and technology provide durable competitive advantages. We are looking for motivated, value-driven, active thinkers who want to advance with our company.Company DescriptionCalifornia Contractors Insurance Services is an established insurance distribution platform with an office in Sacramento, CA. CCIS concentrates on profitable market niches where its investments in people and technology provide durable competitive advantages. We are looking for motivated, value-driven, active thinkers who want to advance with our company.