Client Retention Associate

Hub International Insurance • Bozeman, MT

8d • $70,000 • Hybrid

About The Position

We are hiring a Client Retention Associate to support and grow our client retention efforts. This role focuses on maintaining strong client relationships, proactively addressing at-risk accounts and ensuring a high quality client experience throughout the life of the account.

Requirements

• 1-3 years of experience in account management, customer support or sales
• Strong communication skills and comfort handling difficult client conversations
• Highly organized and efficient with quick turnaround
• Coachable and receptive to feedback
• Comfortable working in a fast-paced environment

Responsibilities

• Manage retention conversations with existing clients
• Handle objections and provide coverage comparisons
• Support renewal efforts by addressing concerns, resolving issues and reinforcing Proper’s value
• Maintain accurate notes and follow established retention workflows
• Collaborate cross-functionally with underwriting, CAM team and support

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA and 401(k) accounts
• paid-time-off benefits such as vacation, sick, and personal days
• eligible bonuses, equity and commissions for some positions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees