Retention Associate (Remote First)

Responsibilities:

• Drive Financial Health: Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies.
• Broker Partnership: Assist broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support.
• Proactive Communication: Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow.

Requirements:

• Licensing: You hold a valid RIBO license.
• Operational Foundation: 1+ year of experience handling administrative tasks, data entry, or high-volume operational workflows.
• Client-First Mindset: A strong orientation toward both internal and external service—you enjoy helping colleagues and clients alike.

Benefits:

• Remote-first setup for added flexibility.
• Home office allowance to create a comfortable workspace.
• Education assistance reimbursement for courses, conferences, books, and memberships.