Client Retention Coordinator

About the role

The Client Retention Coordinator supports the Life Insurance team by identifying in-force policy review and retention opportunities, coordinating outreach to agents or consumers, scheduling reviews with licensed representatives, and maintaining accurate tracking.

Responsibilities

• Identifies in-force life insurance policies approaching term expiration, conversion deadlines, or other review opportunities.
• Generates and reviews reports from internal and carrier systems to create and maintain a working list of retention opportunities.
• Reviews policy information to confirm agent status, verifies policy details and coordinates outreach to client.
• Maintains accurate tracking of all opportunities, outreach attempts, outcomes, and follow-up activity in designated spreadsheets or systems.
• Documents all contact activity thoroughly and timely to support reporting and workflow management.
• Refers all requests for policy advice, recommendations, or coverage interpretation to a licensed ABS or Relation representative in accordance with compliance requirements.
• Provides strong customer service to agents, consumers, carriers, and internal teams.
• Fully adopts innovative technology, including proprietary AI solutions, to improve workflow efficiency, support accurate outreach and tracking, and enhance the overall client and agent experience.
• Performs other projects, duties, and tasks, as assigned.

Requirements

• A high school diploma or equivalent.
• 1 year of relevant experience in the insurance industry preferred.
• Experience in life or annuity insurance operations or compliance preferred.
• Familiarity with state DOI systems, NIPR, or carrier portals preferred.
• Strong attention to detail, accuracy, and organization.
• Strong communication and customer service skills.
• Ability to manage multiple deadlines in a fast-paced environment.
• Ability to cross-reference and verify information across databases, HubSpot, and carrier portals.
• Proficiency in Microsoft Office, with advanced skills in Excel, and the ability to learn new systems and applications quickly.

Qualifications

• High school diploma or equivalent.
• 1 year of relevant experience in the insurance industry preferred.
• Experience in life or annuity insurance operations or compliance preferred.
• Familiarity with state DOI systems, NIPR, or carrier portals preferred.
• Strong attention to detail, accuracy, and organization.
• Strong communication and customer service skills.
• Ability to manage multiple deadlines in a fast-paced environment.
• Ability to cross-reference and verify information across databases, HubSpot, and carrier portals.
• Proficiency in Microsoft Office, with advanced skills in Excel, and the ability to learn new systems and applications quickly.

Skills

• Attention to detail.
• Customer service skills.
• Microsoft Office proficiency, particularly Excel.
• Ability to manage multiple tasks simultaneously.
• Ability to cross-reference and verify information.
• Ability to adopt and utilize new technologies.

Benefits

• Competitive pay.
• Safe and healthy work environment.
• Robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, and more.
• Career advancement and development opportunities.

Pay

$18.00 - $35.58 per hour.

Schedule

Full-time, Monday through Friday.