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Renewal Specialist job in Savannah at Greene Resources

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Renewal Specialist at Greene Resources

Renewal Specialist

Greene Resources Savannah, GA Full-Time
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Job Number: 44681

Renewal Specialist

Job Description:

Our client is currently in need of a Renewal Specialist. The Renewal Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness.


  • Assists with communications, follow-up and distribution of applications to carriers

  • Collects missing information from groups and sends approval letters to clients

  • Completes and/or coordinates quotes and proposals for all new and renewal business

  • Updates census, policy information and commissions for all accounts and policies

  • Assists with renewals and new business applications

  • Attaches applications to appropriate client file in Microsoft CRM

  • Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials

  • Follows-up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow

Education Requirements:

  • Bachelor's Degree, preferred

Desired Background/Skills:

  • Strong attention to detail

  • Positive, can-do attitude

  • Self-motivated, flexible and disciplined

  • Ability to work independently as well as in team environment

  • Excellent verbal and written communication skills

  • Strong organizational skills

  • Ability to thrive in fast-paced production environment


  • 2+ years applicable job experience, preferred

  • Proficient with Microsoft Office products, required

  • Prior experience in broker agency or benefit administration firm, preferred

  • Familiarity with insurance carrier websites, preferred

  • Proven track record in customer service; preferred

  • Familiarity with database applications, a plus

Other Information:

  • Potentially hybrid role, being in office 3 days a week.

Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type



Savannah, GA

Job Type

Customer Service, Insurance, Sales


Not Specified

Date Posted

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