Client Retention Associate, Insurance

Hub International Insurance • Bozeman, MT

3d • Onsite

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
• Coachable and receptive to feedback
• Highly organized and efficient with quick turnaround
• Comfortable working in a fast-paced environment
• 1-2 years of relevant experience
• High school or equivalent

Responsibilities

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED