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Client Retention Specialist

Slide Insurance

Insurance Retention SpecialistBuild strong relationships through inbound and outbound interactions to enhance client retentionEducate clients on coverages, policy changes, and tailored insurance solutionsIdentify at-risk policies and proactively recommend options to prevent cancellations or non-renewalsAssist clients in reviewing, modifying, or rewriting policies to meet evolving needsShop and compare coverage options across carriers to deliver the best solutionsMeet retention goals while maintaining accurate documentation and high-quality service standardsHigh school diploma required3+ years of experience in customer service or retention-focused roles3+ years of experience in Property & Casualty homeowners insuranceActive 20-44 or 2-20 insurance licenseStrong knowledge of personal lines insurance productsExcellent communication, organization, and customer service skillsAbility to manage multiple priorities in a fast-paced environmentDesire to live Slide's Core Values

Vacancy posted 12 hours ago
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