Client Retention Coordinator

About the role

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

Requirements

• The Client Retention Coordinator supports the Life Insurance team by identifying in-force policy review and retention opportunities, coordinating outreach to agents or consumers, scheduling reviews with licensed representatives, and maintaining accurate tracking.
• A GLIMPSE INTO YOUR DAY
• Identifies in-force life insurance policies approaching term expiration, conversion deadlines, or other review opportunities.
• Generates and reviews reports from internal and carrier systems to create and maintain a working list of retention opportunities.
• Reviews policy information to confirm agent status, verifies policy details and coordinates outreach to client.
• Maintains accurate tracking of all opportunities, outreach attempts, outcomes, and follow-up activity in designated spreadsheets or systems.
• Documents all contact activity thoroughly and timely to support reporting and workflow management.
• Refers all requests for policy advice, recommendations, or coverage interpretation to a licensed ABS or Relation representative in accordance with compliance requirements.
• Provides strong customer service to agents, consumers, carriers, and internal teams.
• Fully adopts innovative technology, including proprietary AI solutions, to improve workflow efficiency, support accurate outreach and tracking, and enhance the overall client and agent experience.
• Performs other projects, duties, and tasks, as assigned.
• WHAT SUCCESS LOOKS LIKE IN THIS ROLE
• High school diploma or equivalent.
• 1 year of relevant experience in the insurance industry preferred.
• Experience in life or annuity insurance operations or compliance preferred.
• Familiarity with state DOI systems, NIPR, or carrier portals preferred.
• Strong attention to detail, accuracy, and organization.
• Strong communication and customer service skills.
• Ability to manage multiple deadlines in a fast-paced environment.
• Ability to cross-reference and verify information across databases, HubSpot, and carrier portals.
• Resourceful in locating client contact information using approved systems and tools.
• Proficiency in Microsoft Office, with advanced skills in Excel, and the ability to learn new systems and applications quickly.
• WHY CHOOSE RELATION?
• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.
• Note: The above is not all encompassing of the full position description.
• You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
• .

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at relationinsurance? Share your experience