Client Retention Specialist
2 weeks ago
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 #J-18808-Ljbffr
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Client Retention Professional
3 weeks ago
Tampa, Florida, United States Slide Full timeJob Title: Client Retention SpecialistAt Slide, we're revolutionizing the property insurance industry by disrupting traditional approaches. As a Client Retention Specialist, you'll play a crucial role in cultivating strong relationships with our clients, ensuring their needs are met, and driving customer satisfaction and loyalty.Key...
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Retention Specialist
4 months ago
Tampa, United States The LaSalle Group Full timeLaSalle Network is actively seeking Retention Specialists for one of our clients in the Tampa, Florida area! In this position, you will help customers who are calling to cancel/change their membership and any answer inquiries they may have. Retention Specialist Responsibilities: Answer incoming calls from customers who want to cancel their accounts ...
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Insurance Retention Specialist
1 day ago
Tampa, Florida, United States Slide Full timeJob Title: Client Retention SpecialistAt Slide, we're revolutionizing the property insurance industry by disrupting traditional norms. As a Client Retention Specialist, you'll play a crucial role in cultivating strong, trusting relationships with our clients.Key Responsibilities:Cultivate strong relationships through proactive service activities and inbound...
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Client Retention Specialist
3 weeks ago
Tampa, United States Slide Full timeSlide 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...
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Client Retention Specialist
4 weeks ago
Tampa, United States Slide Full timeSlide 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...
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Retention Specialist
2 days ago
Tampa, Florida, United States The LaSalle Group Full timeRetention Specialist Job DescriptionLaSalle Network is seeking a skilled Retention Specialist to join our team in the Tampa, Florida area. As a Retention Specialist, you will play a critical role in helping customers who are calling to cancel or change their membership, while also providing exceptional customer service and support.Key Responsibilities:Answer...
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Retention Specialist
2 days ago
Tampa, FL , USA, United States The LaSalle Group Full timeRetention Specialist Job DescriptionLaSalle Network is seeking a skilled Retention Specialist to join our team in the Tampa, Florida area. As a key member of our team, you will play a crucial role in helping customers who are calling to cancel or change their membership and answering any inquiries they may have.Key Responsibilities:Answer incoming calls from...
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Retention Specialist
22 hours ago
Tampa, FL , USA, United States The LaSalle Group Full timeRetention SpecialistLaSalle Network is seeking a skilled Retention Specialist to join our team in the Tampa, Florida area. In this role, you will be responsible for handling customer inquiries and resolving issues related to membership cancellations and changes.Key Responsibilities:Respond to incoming calls from customers seeking to cancel or modify their...
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Insurance Retention Specialist
3 weeks ago
Tampa, FL , USA, United States Slide Full timeAbout the RoleWe are seeking a highly skilled Insurance Retention Specialist to join our team at Slide. As a key member of our customer success team, you will be responsible for cultivating strong relationships with our clients, ensuring their insurance needs are met, and driving customer satisfaction and loyalty.Key ResponsibilitiesCultivate strong...
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Customer Retention Representative
1 month ago
Tampa, Florida, United States The LaSalle Group Full timeRetention SpecialistLaSalle Network is seeking a skilled Retention Specialist to join our team in the Tampa, Florida area. In this role, you will play a critical part in helping customers who are calling to cancel or change their membership, while also addressing any inquiries they may have.Key Responsibilities:Respond to incoming calls from customers...
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Client Solutions Specialist
1 month ago
Tampa, United States HMG Business Group Full timeOur company works as the "middle man" for our clients - we connect them with their target audiences and generate revenue through reliable brand advertising and client-facing. Many years of success working with clients across the country have led us to work in partnership with the world's leading providers of technology and communications services. Through...
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Client Solutions Professional
6 days ago
Tampa, Florida, United States HMG Business Group Full timeJob OverviewWe are seeking a highly motivated and customer-focused Client Solutions Specialist to join our team at HMG Business Group. As a key member of our sales team, you will be responsible for identifying and pursuing new sales leads, providing exceptional customer service, and driving business growth.Key ResponsibilitiesDevelop and execute targeted...
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Client Support Specialist
2 weeks ago
Tampa, United States Depository Trust & Clearing Corporation Full timeAre you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financ Client Support, Support Specialist, Support, Specialist, Skills, Product Management, Business Services
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Client Support Specialist
1 day ago
Tampa, Florida, United States Baker McKenzie Tampa Center Full timeJob Title: Client Support SpecialistThe Client Support Specialist will play a critical role in supporting the Firmwide Global Client Strategy and Key Client relationships from a finance operations perspective. This position requires a strong understanding of billing and collections functions, preferably within a professional services environment.Key...
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Client Support Specialist
2 months ago
Tampa, United States Baker McKenzie Full timeThe Client Support Specialist will support the Firmwide Global Client Strategy and Key Client relationships from a finance operations perspective, providing comprehensive and commercially focused guidance, involving the coordination of new assignments, matter opening, pricing, billing, collections, and reporting.
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Client Engagement Specialist
2 weeks ago
Tampa, Florida, United States Northern Technologies Group Full timeJob Title: Client Engagement SpecialistAt Northern Technologies Group, we are seeking a highly skilled Client Engagement Specialist to join our team. As a key member of our sales team, you will play a critical role in supporting our sales initiatives and ensuring smooth and efficient operations within the department.Key Responsibilities:Assist the sales team...
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Employee Benefits Client Account Specialist
21 hours ago
Tampa, Florida, United States TIH Insurance Full timeJob SummaryWe are seeking a highly skilled and motivated Employee Benefits Client Account Specialist to join our team at TIH Insurance. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with clients, vendors, and teammates, providing exceptional internal and external service support.Key...
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Client Service Specialist
2 months ago
Tampa, United States Ameriprise Financial Full timeAdministrative duties performed may include: logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files, office supply management (including maintenance of equipment), processing expens Client Service, Specialist, Service, Asset Manager, Financial Planning, Client, Retail
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Client Support Specialist
3 weeks ago
Tampa, Florida, United States Baker McKenzie Tampa Center Full timeJob Title: Client Support SpecialistAt Baker McKenzie Tampa Center, we are seeking a highly skilled Client Support Specialist to join our team. As a key member of our finance operations team, you will play a critical role in supporting our Firmwide Global Client Strategy and Key Client relationships.Responsibilities:Partner closely with Market and Center...
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Client Care Specialist
3 months ago
Tampa, United States Tampa Bay Vets Full timeCompany OverviewTampa Bay Vets is a busy, AAHA accredited animal hospital practice with 8 locations in the Tampa, FL area. We pride ourselves on practicing the best quality medicine for our patients.We are in the forefront of medical technology, providing:Health/ WellnessSick/Injured visitsDentistryAdvanced Surgeries Digital RadiographyUltrasound Endoscopy...