Hybrid Internal Sales, Retention Specialist

at Patriot Growth Insurance Services, LLC

• Job title: Internal Sales, Retention Specialist
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Pinellas Park, United States

About the role

• Internal Sales & Retention Specialist responsible for renewing client relationships in personal lines insurance. Managing sales opportunities and enhancing customer satisfaction from the Pinellas Park, FL office.

Responsibilities

• Maintain and strengthen relationships with existing clients through proactive communication and timely service.
• Identify opportunities to offer additional personal lines coverages and close sales with existing clients.
• Lead the remarketing and renewal process to ensure clients receive competitive and appropriate coverage.
• Monitor and manage the internal Personal Lines sales pipeline, ensuring timely follow-up and processing.
• Process endorsements, updates, and follow-ups accurately and efficiently.
• Review applications and renewals for adherence to carrier guidelines.
• Support internal marketing campaigns and outreach efforts to drive new business.
• Stay informed on changes in carrier guidelines, quoting procedures, and market conditions.
• Work closely with account managers, producers, and agency leadership to meet service and sales goals.
• Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards.

Requirements

• Active Florida 2-20 or 20-44 Insurance License required.
• 3+ years in customer service, account management, or insurance sales, specifically in Personal Lines.
• High school diploma or GED required; Associate degree preferred.
• Familiarity with Florida's personal insurance market and core coverages (e.g., home, auto, umbrella).
• Skilled in CRM platforms, agency management systems, and Microsoft Office Suite.
• Strong relationship-building and client communication skills.
• Comfortable discussing coverage options and closing additional policies with existing clients.
• Able to manage multiple tasks, follow through, and prioritize in a fast-paced environment.
• Solutions-oriented with the ability to resolve client concerns effectively.
• Adheres to confidentiality and ethical standards in all client interactions.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match