About Newberry Insurance Group, A Division of Patriot Growth Insurance Services: Newberry Insurance was started in 1913 in South Windsor, Connecticut. Through the years we have evolved to form the Newberry Group - a team of five insurance agencies with over thirty dedicated staff members. Together we represent more insurance companies than any other agencies in the area, which allows us to offer our clients the coverage that they need, at the best rates available.

After more than one hundred years in business, our goals remain the same - to conduct our business with integrity, to provide exceptional customer service, and to help our clients protect their assets by offering a full spectrum of insurance products. We represent more insurance companies than any other agency in the area so that we can provide our customers with the best rates and options for their coverage. From large national carriers to local mutual companies, we will find the right policy for you.

Position Overview: We are seeking a friendly and experienced Retention Specialist to join our team. This position is a highly client focused role responsible for building and maintaining client relationships. The Retention Specialist reviews and quotes polices for new and current clients in order to drive company success. The ideal candidate must be detail-oriented and have the ability to organize and multi-task a busy workload.

Work Arrangement: This is a full-time, remote role reporting to our office located in South Windsor, CT. Please note, new hire onboarding/training for this role will take place mostly in-office (1-2 months) and flexibility for a remote work schedule will be available once complete. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Build strong relationships with existing clients to ensure high levels of satisfaction and retention.
• Proactively review and assess client accounts to identify opportunities for policy renewals, upgrades, or cross-sells.
• Contact clients prior to renewal dates to discuss coverage options, policy changes, and competitive pricing.
• Obtain and bind quotes for new and existing clients, ensuring their insurance needs are met.
• Partner with insurance carriers and underwriters to secure quote approvals and optimal solutions.
• Prepare and submit insurance applications with all required documentation to seamlessly bind coverage.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and managing policy adjustments.

Qualifications and Requirements:

• 2–4 years in property & casualty insurance.
• Active Connecticut Property & Casualty license.
• Proficiency with AMS360 and Personal Lines Rater (Vertafore) required.
• Familiarity with multiple carriers is a plus.
• Experience quoting in carrier portals and preparing carrier/ACORD applications.
• Strong written and verbal communication skills.
• Exceptional attention to detail, time management, and organizational skills.
• Authorized to work in the U.S. without sponsorship.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.