Client Retention Representative

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!

Slide is a cutting-edge Tampa based Technology Enabled Insurance company who is disrupting the industry!

To revolutionize all facets of property insurance, we need to do things differently. Therefore, certain traits are required of Sliders in order to be successful in our fast-paced environment. Being able to contribute innovative solutions (Best Idea Wins!), being able to easily pivot and comfortable with ambiguity, as well as the desire to grow in a Best Places to Work award winning culture are some of the things that make a Slider successful. Does this sound like you?!

What you will be doing:

• Cultivate strong, trusting relationships through the handling of inbound request and proactive outbound service activities.


• Explain or recommend insurance coverages, policy terms, and endorsements, ensuring policies match the client's needs and they understand the value of their coverages.


• Analyze client data and identify potential risk factors that may lead to policy cancellations or non-renewals.


• Collaborate with at risk clients to review their existing insurance policies, identify areas for policy modifications, and facilitate policy rewriting as needed.


• Assist clients in shopping for replacement insurance policies by obtaining quotes from multiple carriers, conducting comparisons, and recommending the most suitable options.


• Review non-renewal notices received from insurance carriers and work with clients to lift the non-renewal or rewrite the policy.


• Assist in the manual renewal process of policies such as personal umbrella and liability insurance which require client outreach and new applications at each term.


• Document all client correspondence in Veruna.


• Ensure that QA metrics are met regarding client satisfaction and call management.


• Maintain records according to agency standards, ensuring that procedures are properly followed, and that information is accurately documented.


• Meet or exceed target retention goals.


• Perform other duties, as assigned.

What you already have:

Education, Experience, and Licensing:

• High School diploma required.


• 2+ years' experience in a customer service, retention-focused role required.


• 2+ years' experience in the Property & Casualty Homeowner's insurance industry required.


• 440 License required.

Qualifications/Skills and Competencies:

• Deep knowledge of personal lines insurance products


• Commitment to delivering exceptional customer service and driving customer satisfaction and loyalty.


• Strong written and verbal communication skills with the ability to interact on a professional level.


• Exceptional organizational and time management skills with the ability to plan and prioritize effectively.


• Ability to work independently while effectively communicating with multiple teams.


• Ability to focus on a specific task or multiple tasks efficiently and accurately.


• Proven ability to be adaptable and flexible; adjusting to new requirements or unforeseen issues.


• Ability to collaborate with internal departments to provide the best resolution.


• Proficient in MSO/365 applications such as Microsoft Teams, SharePoint, Word, Excel, PowerPoint, and Outlook.


• Desire to live Slide's Core Values.

What 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 - We have extensive and cost-effective benefits that cover you and your family from every angle...Physical, Emotional, Financial, Social and Professional Health. A new 2024 Benefit is a Lifestyle Spending Account opened for each employee to spend on a Wellness Activity of their choice each month... funded by Slide!

A 2023 BEST PLACE TO WORK - Tampa Bay Business Journal

What 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!  Slide offers many opportunities to collaborate and innovate across the company and departments, as well as get to know other Sliders. From coffee chats, to clubs, to social events - we plan it, so all Sliders feel included and Enjoy their Journey.

Benefits - Created using Slider feedback, Slide offers a 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!

2023, 2024 & 2025 BEST PLACE TO WORK - Tampa Bay Business Journal

2024 & 2025 TOP WORKPLACE - Tampa Bay Times (Local) &

2024 TOP WORKPLACE - USA Today (National)