Client Retention Specialist

About the role

As a Client Retention Specialist, you’ll play a key role in strengthening client relationships, improving retention, and helping customers find the right coverage solutions in a fast-paced environment.

Responsibilities

• 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
• Maintain retention goals while ensuring accurate documentation and high-quality service standards

Requirements

• 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

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

Slide Offers To You

• The Slide Vibe - An opportunity to be a part of a fun and innovation-driven culture fueled by Passion, Purpose and Technology!
• Benefits - Created using Slider feedback, Slide offers a comprehensive and affordable benefits package to cover all aspects of health...
• 2023 - 2026 BEST PLACE TO WORK - Tampa Bay Business Journal
• 2024, 2025 & 2026 TOP WORKPLACE - Tampa Bay Times & USA TODAY