Client Retention Specialist

Slide Insurance • Tampa, FL

1d

About The Position

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! 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.

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

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
• Meet retention goals while maintaining accurate documentation and high-quality service standards

Benefits

• The Slide Vibe - An opportunity to be a part of a fun and innovation-driven culture fueled by Passion, Purpose and Technology!
• Opportunities to collaborate and innovate across the company and departments, as well as get to know other Sliders.
• Coffee chats, clubs, and social events
• Comprehensive and affordable benefits package to cover all aspects of health...Physical, Emotional, Financial, Social and Professional.
• A Lifestyle Spending Account is set up for each Slider and Slide contributes to it monthly for use on any benefit that individually suits you - Health Your Way!

What This Job Offers

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