Client Retention Specialist

Slide Insurance • Tampa, FL

15h

About The Position

Slide Insurance is seeking a Client Retention Specialist to play a key role in strengthening client relationships, improving retention, and helping customers find the right coverage solutions in a fast-paced environment. The company emphasizes a fun, innovation-driven culture fueled by passion, purpose, and technology, with a focus on collaboration and innovation.

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

• Comprehensive and affordable benefits package covering physical, emotional, financial, social, and professional health
• Lifestyle Spending Account with monthly contributions for personalized benefit use

What This Job Offers

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