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Document Retention Specialist Jobs (NOW HIRING)

Slide Insurance

Client Retention Specialist

Tampa, FL

$13.50 - $18.50/hr

As a Client Retention Specialist , you'll play a key role in strengthening client relationships ... Meet retention goals while maintaining accurate documentation and high-quality service standards ...

Utulsa

Retention Specialist

Tulsa, OK · On-site

The Retention Specialist performs intervention strategies to improve overall student success with ... Build and maintain professional relationships with students through regular, documented ...

Rockit Pest, Inc.

Retention Specialist

Tampa, FL

... The Retention Specialist will provide world class customer service by managing customer ... Documenting all customer call accurately on customer's account and forwards to appropriate ...

Rocket Pest Control

Retention Specialist

Tampa, FL · On-site

... The Retention Specialist will provide world class customer service by managing customer ... Documenting all customer call accurately on customer's account and forwards to appropriate ...

Guardian Alarm

Customer Retention Specialist

Southfield, MI · On-site

$13 - $18/hr

The Customer for Life Specialist is responsible for delivering exceptional customer service and ... Maintain current retention queue in MAS and document all pertinent information following all ...

Slide Insurance

Client Retention Specialist

Tampa, FL · On-site

$13.50 - $18.50/hr

As a Client Retention Specialist , you'll play a key role in strengthening client relationships ... Meet retention goals while maintaining accurate documentation and high-quality service standards ...

Retention Express

Customer Retention Specialist (Tier 1)

$14.50 - $20/hr

About the role As a Tier 1 Customer Retention Specialist specializing in customer Retention in a ... Documentation Excellence Strong operations enable scale and trust. 7. Security, Data Protection ...

Roya.com

Client Retention Specialist I (CRS)

San Diego, CA · On-site

$20 - $25/hr

Client Retention Specialist I (CRS) Location: San Diego, CA (Hybrid) Job Type: Full-time ... Troubleshoot website issues, resolve client problems, and document actions taken using our internal ...

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Document Retention Specialist information

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$22K

$61.4K

$85.5K

How much do document retention specialist jobs pay per year?

As of Sep 3, 2026, the average yearly pay for document retention specialist in the United States is $61,368.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What is a document retention specialist?

Document Retention Specialists are professionals responsible for organizing, maintaining, and ensuring the proper storage and disposal of an organization's physical and electronic records. They develop and enforce document retention policies to comply with legal, regulatory, and operational requirements. Their role helps protect sensitive information, support audits or investigations, and optimize storage costs by ensuring records are kept only as long as necessary.

What skills and qualifications are needed to be a document retention specialist?

To thrive as a Document Retention Specialist, you need strong organizational skills, attention to detail, and a solid understanding of records management principles, often supported by a degree in information science or a related field. Familiarity with document management systems (DMS), electronic records software, and compliance frameworks such as HIPAA or GDPR is typically required. Excellent communication, discretion, and problem-solving abilities help you maintain confidentiality and collaborate effectively across departments. These skills ensure documents are properly managed, secure, and compliant with legal and regulatory standards, minimizing risk for the organization.

What are common challenges faced by document retention specialists, and how can they be addressed?

Document Retention Specialists often face challenges such as maintaining compliance with evolving regulations, managing large volumes of both physical and digital records, and ensuring timely destruction of obsolete documents. Staying current with legal requirements and implementing effective document management systems can help address these issues. Collaboration with IT, legal, and operational teams is crucial to create clear retention schedules and streamline processes, ultimately reducing risk and improving efficiency.

What is the difference between Document Retention Specialist vs Records Coordinator?

AspectDocument Retention SpecialistRecords Coordinator
CredentialsTypically requires a high school diploma or associate degree; certifications like Certified Records Manager (CRM) are commonUsually requires a high school diploma; some roles prefer certifications like CRM or records management training
Work EnvironmentOffice settings, archives, or data management centersOffice environments, often coordinating with multiple departments
Employer & Industry UsageHealthcare, legal, corporate sectors handling document complianceGovernment agencies, healthcare, legal firms managing records and documentation

Both roles focus on managing and organizing records, but the Document Retention Specialist primarily ensures compliance with retention policies, while the Records Coordinator oversees overall record organization and accessibility. They often work together but have distinct responsibilities within records management.

More about Document Retention Specialist jobs

What job categories do people searching Document Retention Specialist jobs look for?

The top searched job categories for Document Retention Specialist jobs are:

Document Retention Specialist jobs near you
Infographic showing various Document Retention Specialist job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 79% Full Time, 13% Part Time, 5% Contract, and 1% Nights. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $61,368 per year, or $29.5 per hour.

Client Retention Specialist

Slide Insurance

Tampa, FL

$13.50 - $18.50/hr

Full-time

Re-posted 3 days ago

Job description

As a Client Retention Specialist, you'll play a key role in strengthening client relationships, improving retention, and helping customers find the right coverage solutions in a fast-paced environment.

What You'll Do
  • Build strong relationships through inbound and outbound interactions to enhance client retention
  • Educate clients on coverages, policy changes, and tailored insurance solutions
  • Identify at-risk policies and proactively recommend options to prevent cancellations or non-renewals
  • Assist clients in reviewing, modifying, or rewriting policies to meet evolving needs
  • Shop and compare coverage options across carriers to deliver the best solutions
  • Meet retention goals while maintaining accurate documentation and high-quality service standards
What You Bring
  • High school diploma required
  • 3+ years of experience in customer service or retention-focused roles
  • 3+ years of experience in Property & Casualty homeowners insurance
  • Active 20-44 or 2-20 insurance license
  • Strong knowledge of personal lines insurance products
  • Excellent communication, organization, and customer service skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Desire to live Slide's Core Values

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