Client Retention Specialist

Client Retention Specialist What You’ll Do Build strong relationships through inbound and outbound interactions to enhance client retention Educate clients on coverages, policy changes, and tailored insurance solutions Identify at‑risk policies and proactively recommend options to prevent cancellations or non‑renewals Assist clients in reviewing, modifying, or rewriting policies to meet evolving needs Shop and compare coverage options across carriers to deliver the best solutions Meet retention goals while maintaining accurate documentation and high‑quality service standards What You Bring High school diploma required 3+ years of experience in customer service or retention‑focused roles 3+ years of experience in Property & Casualty homeowners insurance Active 20‑44 or 2‑20 insurance license Strong knowledge of personal lines insurance products Excellent communication, organization, and customer service skills Ability to manage multiple priorities in a fast‑paced environment Desire to live Slide’s Core Values Benefits Slide offers a comprehensive benefits package covering health, dental, vision, and financial wellness, including a Lifestyle Spending Account supported by the company. As set forth in Slide Insurance’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr