Insurance Retention & Coverage Advisor

Slide Insurance; Tampa (FL); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Comprehensive health benefits

Dental and vision coverage

Financial wellness support

Job summary

Slide Insurance is looking for a Client Retention Specialist in Tampa, Florida. You will build client relationships and enhance retention through education and tailored solutions. With a focus on Property & Casualty homeowners insurance, you will manage policy reviews and recommend options to clients.

Ideal candidates possess strong communication skills, a high school diploma, and relevant experience. Slide offers a comprehensive benefits package including health and wellness support.

Qualifications

• 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.

Responsibilities

• Build strong relationships through client interactions to enhance retention.
• Educate clients on coverages and policy changes.
• Recommend options to prevent policy cancellations.

Skills

Communication skills

Customer service

Organizational skills

Education

High school diploma

Job description

Slide Insurance is looking for a Client Retention Specialist in Tampa, Florida. You will build client relationships and enhance retention through education and tailored solutions. With a focus on Property & Casualty homeowners insurance, you will manage policy reviews and recommend options to clients.

Ideal candidates possess strong communication skills, a high school diploma, and relevant experience. Slide offers a comprehensive benefits package including health and wellness support.