Customer Service and Retention Specialist, Brokerage​/Multi-carrier

Quick Summary

Help homeowners stay protected by reviewing renewals, reshopping coverage, and finding retention solutions across multiple carriers while delivering empathetic, licensed insurance expertise.

Kin makes life simpler, more affordable, and better for homeowners — especially in the places where climate risks, rising costs, and outdated systems make it hardest. We start with smarter homeowners insurance and expand to everything homeowners need to thrive. Using data, technology, and thoughtful human support, we’re building products that are clear, fair, and help homeowners feel confident — so homeowners aren’t left behind when they need help most.

Founded in 2016, Kin is a remote‑first employer with Kinfolk across more than 35 states. We serve customers in 13 states (and counting).

We are continuing to build our brokerage subsidiary, Elite Insurance Group (EIG), and we’re looking for a Licensed Agency Customer Service Retention Specialist to help homeowners maintain the coverage they need while finding the best possible value across multiple insurance carriers. As a key member of our customer retention team, you’ll work directly with policyholders who are reviewing renewals, considering cancellation, or exploring alternative coverage options.

This role exists because retaining customers through expert guidance, thoughtful policy reviews, and proactive problem solving is critical to delivering long‑term value to both our customers and Kin. You’ll combine insurance expertise, empathy, and resourcefulness to help customers make informed decisions while strengthening customer loyalty and satisfaction.

• Own inbound renewal review conversations with existing policyholders, identifying opportunities to improve value and retain business.
• Contact customers who have expressed interest in canceling coverage and conduct retention-focused consultations across multiple carrier options.
• Perform coverage counseling and policy reviews to ensure customers understand their protection, pricing, and available alternatives.
• Reshop policies with approved carrier partners to identify competitive coverage and pricing solutions.
• Resolve customer questions, concerns, and service issues through phone and email interactions.
• Create, update, and deliver policy options and documentation for customer review.
• Navigate complex customer situations, de‑escalate concerns, and identify solutions that balance customer needs with business objectives.
• Maintain accurate records, follow‑up activities, and policy documentation in applicable systems.
• Leverage available tools, resources, and carrier relationships to maximize retention outcomes.
• Contribute to the improvement of forms, procedures, training materials, and operational processes when opportunities arise.

In your first 6–12 months at EIG, success is less about checking boxes and more about the impact you create. You’ll use your skills and judgment to take ownership of meaningful work, improve how we operate, and help move EIG’s mission forward. Along the way, you’ll deliver outcomes that make a real difference for both Kinfolk and the homeowners we serve.

By the end of your first year, you should feel confident in your role, trusted as an owner, and proud of the progress you’ve helped make.

• Customers considering cancellation are consistently retained through effective policy reviews, coverage counseling, and alternative carrier solutions.
• Renewal conversations result in positive customer experiences, increased confidence in coverage decisions, and strong retention outcomes.
• Customer issues are resolved efficiently and professionally, with a reputation for empathy, accuracy, and follow‑through.
• Operational improvements, process updates, or training enhancements have contributed to greater team effectiveness and customer satisfaction.

• Active Personal Lines or Property & Casualty Insurance License.
• 2+ years of brokerage or multi‑carrier insurance experience.
• 1+ year of insurance sales, retention, or customer retention experience.
• Experience conducting policy reviews, coverage counseling, and renewal…