Client Retention Coordinator

WHO WE ARE

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.
 

WHAT WE’RE LOOKING FOR

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. 
 

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
 

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

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.

.

Note: The above is not all encompassing of the full position description. 

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

.