Re-Shop Specialist; Licensed P&C Agent

Licensed Property & Casualty Insurance Agent – Re-Shops Position Summary

We are seeking an experienced and detail-oriented Licensed Property & Casualty (P&C) Insurance Agent to focus primarily on policy re-shops and retention activities
. This role is critical in ensuring our clients maintain the most competitive coverage and pricing while receiving exceptional customer service. The ideal candidate is highly organized, efficient, and comfortable managing a high volume of renewal reviews.

• Review upcoming renewals to identify premium increases, coverage gaps, or carrier appetite changes.
• Conduct thorough re-shops across approved carriers to secure the best coverage and pricing options for existing clients.
• Communicate re-shop results to clients, clearly explaining differences in premiums, coverage, and carrier benefits.
• Process policy changes, endorsements, cancellations, and rewrites as needed.
• Maintain accurate documentation within the agency management system (AMS).
• Partner with Producers and Account Managers to support retention goals.
• Respond to client inquiries related to billing, coverage, and policy updates.
• Ensure compliance with carrier guidelines, underwriting requirements, and state regulations.
• Meet or exceed agency standards for retention, customer satisfaction, and turnaround time.

• Active Property & Casualty License (required).
• Minimum 1–2 years of insurance agency experience preferred.
• Strong knowledge of personal lines insurance products (Auto, Home, Umbrella; commercial lines is a plus).
• Experience quoting through multiple carriers and comparative raters.
• Excellent communication skills—both written and verbal.
• High attention to detail and strong follow-through.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Customer-focused mindset with a commitment to delivering high-quality service.

• Experience with agency systems (EZLynx, Applied, Vertafore, Hawk Soft, or similar).
• Familiarity with underwriting guidelines across multiple carriers.
• Proven track record of meeting retention or re-shop expectations.