What are the responsibilities and job description for the Client Retention Specialist position at Slide?
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.
What You’ll Do
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 - 2026 BEST PLACE TO WORK - Tampa Bay Business Journal
2024, 2025 & 2026 TOP WORKPLACE - Tampa Bay Times & USA TODAY
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.
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
- 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
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 - 2026 BEST PLACE TO WORK - Tampa Bay Business Journal
2024, 2025 & 2026 TOP WORKPLACE - Tampa Bay Times & USA TODAY