Company Description
Attune is making it easier, faster, and more reliable for small businesses to access insurance (think, pizza place down the street or main street store). They all need insurance to protect their businesses, but when it comes time to get a policy, they're bogged down by hundreds of questions, lots of paperwork, and a seemingly never-ending timeline stretching for weeks or months.
We're changing that. By using data and technology expertise to understand risk, automating legacy processes, and creating a better user experience for brokers, we're able to provide policies that are more applicable and more transparent in just minutes.
Recently, we joined Coalition, Inc. (Coalition), a leading cyber insurance and security provider, combining comprehensive insurance and proactive cybersecurity tools to help businesses manage and mitigate cyber risk. Our combined company is worth $3.5B, with our latest raise reaching $205M and participation from world-class investors like Index Ventures and T. Rowe Price.
Attune operates individually with its own brand identity and mission while strengthening and complementing Coalition's vision, giving its customers access to new and evolving insurance markets. Together, we serve 130,000 small business policyholders who pay us ~$500M per year in insurance premiums to ensure their security.
Now our growth is at hyperspeed- not only our mission but also our team. We've earned our spot on many workplace award lists in staying true to our values. We're dedicated to creating a diverse team of curious, focused, and motivated people passionate about changing the future of an entire industry.
Job Description
We are looking for an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience to join our retention team. As a renewals advisor, you will be responsible for ensuring our brokers have a great experience through the renewals process. You'll also play a crucial role in shaping our retention strategy by synthesizing customer feedback and providing recommendations to the broader organization.
Responsibilities

• Plan and execute daily retention activities, calling brokers on high retention risk policies and walking them through the benefits of staying with Attune
• Counsel prospects and policyholders on coverage, limits, and help assess their goals and needs in a timely manner
• Update policy information as needed
• Utilize active listening and critical thinking skills to quickly analyze and clearly understand a specific request or customer need
• Work with brokers to renew policies and retain business
• Deliver consistent and timely responses, follow-through, and follow-up in response to client requests and issues
• Manage growing accounts, proposing additional products and coverages for consideration
• Ensure clients are comfortable with and able to utilize the tools/services available through Attune platform
• Lead service recovery discussions with clients in response to complaints or escalations, ensuring those clients leave the conversation as promoters of Attune
• Gather and organize broker feedback, and partner with the management team to inform retention strategies

About you:

• Bachelor's degree
• 3+ years of underwriting
• Proven track record of delivering a great customer experience, ideally on a renewals or retention team
• Knowledge of Commercial P&C coverage lines
• Strong communication and conflict-resolution skills
• High empathy and patience
• Dependable, positive and detail-oriented with excellent follow-through
• Able to deal well with ambiguity and maintain composure in complex situations
• CPCU designation, Active/Current Property and Casualty License OR a willingness to obtain your P&C license

What we offer you:

• An opportunity to change the small business landscape.
• A great working environment that lives continuous improvement and encourages sharing ideas and taking risks to find better ways of doing things.
• A culture that promotes great relationships both inside the office and outside through activities in our community and company sponsored intramural clubs and events.
• Equity compensation.
• Medical, dental, vision and 401(k) matching.
• Stocked kitchens with free snacks & drinks.