Client Retention Coordinator

Client Retention Coordinator

About the Role
We’re looking for a dedicated and detail-oriented Client Retention Coordinator to help us maintain strong, long-lasting relationships with our valued clients. In this role, you’ll be at the heart of our customer experience—proactively engaging with clients, addressing concerns, and ensuring they continue to find value in our services. Your focus will be on client satisfaction, loyalty, and retention.

What You’ll Do

• Build and nurture relationships with existing clients to encourage ongoing engagement

• Identify signs of disengagement and take timely action to reestablish connection and value

• Support clients with any service questions, concerns, or feedback

• Collaborate with internal teams to resolve issues and improve the overall client experience

• Monitor retention metrics and maintain accurate records of client interactions

• Recommend improvements or enhancements to retention strategies based on feedback and trends

What We Provide

• Full training and ongoing mentorship

• Flexible remote work options

• Performance-based bonuses and growth potential

• A positive, collaborative, and mission-driven team culture

• Opportunities for advancement in client success, sales, or leadership

What We’re Looking For

• Excellent communication and interpersonal skills

• Empathy, patience, and a client-first attitude

• Organized and proactive, with strong follow-through

• Previous experience in customer service, support, or retention (a plus, but not required)

• Willingness to obtain a Life and Health insurance license (we'll help with that!)

If you're passionate about helping clients feel heard, supported, and valued—we’d love to meet you.