Renewal Agent (Surety)

About Integrated Specialty CoveragesIntegrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary:The Surety Renewal Agent is a high-volume, production-focused role responsible for retaining and renewing an established book of contractor and surety bond customers.You do not need previous surety experience to be successful in this position. CCIS provides product-specific training and licensing support. We are looking for someone who communicates well, learns quickly, enjoys working with customers, and is motivated by measurable production goals and earning potential.You will manage upcoming bond renewals, communicate with existing customers, collect required information and payments, assist customers through the renewal process, and identify opportunities to expand their relationship with CCIS.Although surety will be your primary product specialization, you will be part of the broader CCIS Renewal team and will communicate with customers regarding renewals across multiple product lines as business needs dictate. Our dedicated Service team handles most major ongoing account servicing, allowing Renewal Agents to remain focused on customer retention, account management, and production.This position begins fully onsite in our Sacramento office. Following successful completion of the probationary period, employees are eligible for a hybrid schedule with one work-from-home day per week.Position Responsibilities:Manage a high-volume pipeline of upcoming surety and contractor bond renewalsProactively communicate with existing customers regarding upcoming renewals, pricing, requirements, and paymentReview customer and bond information to determine what is needed to complete the renewalPrepare and process bond renewals accurately and efficientlyCollect renewal payments and complete required renewal transactionsWork with surety carrier partners when additional information or underwriting review is requiredFollow up consistently with customers who have not completed their renewalIdentify and address obstacles that could prevent a customer from renewingFocus on retaining existing customers and meeting defined renewal production goalsIdentify opportunities for customers who may also need General Liability insurance, Workers' Compensation insurance, or additional surety productsAssist customers with renewal-related questions across CCIS product lines as part of the broader Renewal teamMaintain accurate customer, bond, renewal, payment, and activity records within CCIS systemsCoordinate with the Service team when a customer requires assistance outside the normal renewal processManage daily and monthly renewal workflows while maintaining timely customer follow-upMeet and exceed defined retention, production, activity, and other performance objectivesContribute to improvements in renewal workflows, technology, and the overall customer experienceMinimum Qualifications:Previous surety experience is a bonus but not required; product-specific training will be providedInsurance, sales, account management, customer retention, financial services, or high-volume customer-facing experience Active California Property and Casualty license preferred; candidates without an active license must be willing and able to obtain one, with licensing support provided by CCISStrong customer communication and relationship-building skillsSales and retention mindset with motivation to work toward measurable production goalsAbility to comfortably manage a high volume of customer interactions and transactionsStrong organizational and follow-up skillsAbility to prioritize work in a deadline-driven environmentStrong written and verbal communication skillsAttention to detail and commitment to accurate transaction processingAbility and willingness to learn new insurance products, underwriting concepts, and technologyProficiency with Microsoft Office productsAbility to work onsite in Sacramento during the initial probationary period 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, 401(k) plan with match, paid time off, and other benefits.ISC's 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 USD - $30 USD Benefits of Working at ISCEmployee 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 holidaysApplicants may contact the ISC HR department via e-mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at HR@ISCMGA.com or 760-599-7242.ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, 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. **Must be legally authorized to work in the United States.****ISC participates in the Federal E-Verify program**