Client Retention Coordinator

Relation Insurance Services • Springfield Township, PA

2d • $18 - $36

About The Position

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. The role involves identifying in-force life insurance policies approaching term expiration, conversion deadlines, or other review opportunities. It also includes generating and reviewing reports from internal and carrier systems to create and maintain a working list of retention opportunities. The coordinator will review policy information to confirm agent status, verify policy details, and coordinate outreach to clients. Maintaining accurate tracking of all opportunities, outreach attempts, outcomes, and follow-up activity in designated spreadsheets or systems is crucial. Documenting all contact activity thoroughly and timely is required to support reporting and workflow management. The role also involves referring requests for policy advice, recommendations, or coverage interpretation to a licensed ABS or Relation representative in accordance with compliance requirements, and providing strong customer service to agents, consumers, carriers, and internal teams. Adopting innovative technology, including proprietary AI solutions, to improve workflow efficiency, support accurate outreach and tracking, and enhance the overall client and agent experience is expected. Other projects, duties, and tasks may be assigned.

Requirements

• High school diploma or equivalent.
• 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.
• Resourceful in locating client contact information using approved systems and tools.
• Proficiency in Microsoft Office, with advanced skills in Excel, and the ability to learn new systems and applications quickly.

Nice To Haves

• 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.

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.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED