Client Retention Representative

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!

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.

What You Already Have

Education, Experience, and Licensing :

Qualifications / Skills and Competencies

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!

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