Jobs · OTHR

Renewal Specialist

Pathpoint · United States · 4 wk ago
RemoteRemoteOTHR$140k–$145k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "Who We Are", "What We're Looking For", "Job Responsibilities", "What we offer", "Compensation", "About Pathpoint", "Notes". We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we need to map content accordingly. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should use those headings if content exists. We should not repeat job title as heading. We need to include sections only when posting has real, specific content. We need to extract: - About the role: maybe "Who We Are" and "What We're Looking For"? Actually "About the role" could be description of role: maybe combine "What We're Looking For" and "Job Responsibilities"? But we have separate headings for Responsibilities and Requirements etc. We have: - Requirements/Qualifications: "What We're Looking For" includes required experience: 3+ years in insurance account management, wholesale brokerage, or client-facing underwriting support role, with demonstrated follow-through managing a high-volume book against renewal timelines. Ability to read and interpret commercial lines policy terms, coverage structures, and carrier quote comparisons, and to work carrier communications verbal and written on pricing, appetite, and renewal positioning. Basic underwriting acumen sufficient to make initial renewal assessments and know when to escalate. A proactive communicator. Nice to have: Exposure to commercial property, general liability or specialty lines renewal workflows, and experience building retention outreach cadences. Thus we can put Requirements section with required qualifications, and maybe Skills section for nice-to-have? But we can combine. - Responsibilities: "Job Responsibilities" bullet list. - Benefits: "What we offer" includes many benefits: Insurance coverage fit for an insurance company – with some plans at no cost to you, Competitive compensation, equity, and total rewards, 401(k) with a 2% bi-weekly employer match, 20-days of PTO (increased to 25-days after 2-years), Professional development opportunities, Remote-first working environment with investments in in-person collaboration, Annual $500 home office stipend, Monthly $75 internet stipend, Generous paid parental leave, An insurance partner offering unique opportunities for professional growth. - Pay: Compensation details: "Compensation: 80% of total target compensation is fixed base salary, and 20% is variable incentive earned against the territory's production goal. The expected base salary for the position at the start of employment is $112,000. This position is eligible for variable compensation based on territory goals and performance, with expected on-target earnings of $140,000 if 100% of goals are achieved. Attainment beyond 100% of goals is rewarded with accelerated earnings. Actual compensation is based on factors such as, but not limited to, applicable job experience, skills, and qualifications. Salary is just one component of Pathpoint's Total Rewards package, which includes equity grants and generous employee benefits fitting of an insurance company." Also "Compensation Range: $140K - $145K". This seems contradictory: earlier says OTE $140k, later range $140k-$145k. We'll include both. - Schedule: Not mentioned explicitly. There's remote-first working environment but no schedule. So we should not create Schedule section if no specific content. - About the role: maybe we can have a brief summary from "Who We Are" and "What We're Looking For"? But we already have Responsibilities and Requirements. The instruction says "Prefer a few substantive sections over many thin ones." So we could combine About the role with Responsibilities? But they want headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can include About the role as a short paragraph summarizing the role (maybe from "Who We Are" and "What We're Looking For"?). However we must not repeat job title. We can include a paragraph about the role: "Pathpoint is a full-service E&S wholesaler... The role focuses on managing renewal portfolio, driving retention, etc." That's essentially responsibilities. But we already have Responsibilities section. To avoid duplication, we could put About the role as a brief overview, and Responsibilities as detailed list. That's okay. We must not include boilerplate like EEO, visa sponsorship notes, equal opportunity, etc. Remove those. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from the posting, but we can rephrase? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. That suggests we should not omit details, but we can rephrase? It says preserve ALL substantive information; do NOT invent or summarize away detail. Likely we should keep the details verbatim or close. We can copy sentences. We need to output only HTML fragment, no markdown fences. Let's structure:

About the role

Pathpoint is the full-service E&S wholesaler that combines smart technology and expert E&S guidance to give brokers and agents unprecedented visibility and control. Since we started trading in 2021, broad market access has helped thousands of brokers grow into bigger accounts and broader books, and we are just getting started.

The role requires 3+ years in insurance account management, wholesale brokerage, or a client-facing underwriting support role, with demonstrated follow-through managing a high-volume book against renewal timelines. Ability to read and interpret commercial lines policy terms, coverage structures, and carrier quote comparisons, and to work carrier communications verbal and written on pricing, appetite, and renewal positioning. Basic underwriting acumen sufficient to make initial renewal assessments and know when to escalate. A proactive communicator. Nice to have: Exposure to commercial property, general liability or specialty lines renewal workflows, and experience building retention outreach cadences.

But that mixes requirements into About the role; maybe better to have About the role just description, and Requirements separate. Let's do:

About the role

Pathpoint is the full-service E&S wholesaler that combines smart technology and expert E&S guidance to give brokers and agents unprecedented visibility and control. Since we started trading in 2021, broad market access has helped thousands of brokers grow into bigger accounts and broader books, and we are just getting started.

Responsibilities

  • Drive renewal retention & premium retention: Proactively manage the renewal portfolio to maximize policy retention and preserve premium volume.
  • Own the renewal relationship: Serve as the primary point of contact for renewal business from non-named agents.
  • Secure renewals & complete placement: Drive renewal opportunities through to successful completion by obtaining client commitment, coordinating required documentation, and ensuring timely binding and policy issuance.
  • Lead proactive renewal outreach: Initiate renewal conversations with non-named agents well in advance of expiration dates, ensuring sufficient time to evaluate options, address concerns, and secure timely renewal decisions.

Requirements

3+ years in insurance account management, wholesale brokerage, or a client-facing underwriting support role, with demonstrated follow-through managing a high-volume book against renewal timelines. Ability to read and interpret commercial lines policy terms, coverage structures, and carrier quote comparisons, and to work carrier communications verbal and written on pricing, appetite, and renewal positioning. Basic underwriting acumen sufficient to make initial renewal assessments and know when to escalate. A proactive communicator.

Skills

Nice to have: Exposure to commercial property, general liability or specialty lines renewal workflows, and experience building retention outreach cadences.

Benefits

  • Insurance coverage fit for an insurance company – with some plans at no cost to you
  • Competitive compensation, equity, and total rewards
  • 401(k) with a 2% bi-weekly employer match
  • 20-days of PTO (increased to 25-days after 2-years)
  • Professional development opportunities
  • Remote-first working environment with investments in in-person collaboration
  • Annual $500 home office stipend
  • Monthly $75 internet stipend
  • Generous paid parental leave
  • An insurance partner offering unique opportunities for professional growth

Pay

Compensation: 80% of total target compensation is fixed base salary, and 20% is variable incentive earned against the territory's production goal. The expected base salary for the position at the start of employment is $112,000. This position is eligible for variable compensation based on territory goals and performance, with expected on-target earnings of $140,000 if 100% of goals are achieved. Attainment beyond 100% of goals is rewarded with accelerated earnings. Actual compensation is based on factors such as, but not limited to, applicable job experience, skills, and qualifications. Salary is just one component of Pathpoint's Total Rewards package, which includes equity grants and generous employee benefits fitting of an insurance company.

Compensation Range: $140K - $145K

We should not include Schedule section as no specific schedule info. We must not include any boilerplate like EEO, visa sponsorship, notes, etc. Remove those. Check that we haven't missed any substantive info: "Who We Are" we used. "What We're Looking For" we split into Requirements and Skills. "Job Responsibilities" we used. "What we offer" we used as Benefits. "Compensation" we used as Pay. "About Pathpoint" values we omitted? The posting includes "About Pathpoint Pathpoint's Values: ..." That's substantive but maybe not required for role? It's about company values. Should we include? The instruction says preserve ALL substantive information. So we should include that somewhere. Could be under About the role or a separate section like "About Pathpoint". But we only have allowed headings list; we could add a section like "About Pathpoint" but not in the list. The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., implying those are examples, not exclusive? It says "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect us to use those headings where appropriate. But we could also add other headings if needed? The instruction says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but to be safe we could incorporate the values into About the role or maybe a separate "About Pathpoint" section using

About Pathpoint. However the list didn't include About Pathpoint, but it's similar to About the role. Might be okay to add About Pathpoint as a heading. But they said "Prefer a few substantive sections over many thin ones." Adding another section may be thin. However the values are substantive. Could we incorporate them into About the role paragraph? We could add a sentence about Pathpoint's values. That would preserve info without new section. Let's add to About the role: after description, include "Pathpoint's values include: Hard Problems Drive Us; We Start with Why; We Take Ownership and Accountability; We Work Together; We Move Forward." That preserves. Thus About

Similar jobs

Renewals Specialist

EverbridgeUnited States· 1 wk ago
RemoteOTHR$60k–$65k/yrapply on jobs.lever.co

Renewals Specialist

INNERGYAustin, TX· 2 wk ago
RemoteInformation Technologyapply on jobs.smartrecruiters.com