Client Retention Specialist

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.

What You’ll Do

• 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

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