Renewal Consultant

Warner Pacific Insurance Services•Phoenix, AZ

12h•$60,000 - $80,000•Hybrid

About The Position

The Renewal Consultant (Arizona Book of Business) plays a critical role in driving Warner Pacific’s growth strategy by strengthening group medical case retention across the Arizona market. This role focuses on identifying where medical case losses occur, developing strategies to keep business in-house, and partnering closely with Sales Executives to address retention challenges within specific agencies. This position supports all group cases with 20 or more enrolled employees, leads a proactive renewal management process, and collaborates with contracted carriers and TPA partners to align shared retention goals and initiatives. The specialist will also actively participate in open enrollment meetings and support brokers and clients during key renewal cycles.

Requirements

Minimum of high school diploma, GED, or equivalent (advanced degree preferred).
Active Arizona Life & Health insurance license required.
3-5 years of experience in sales, health insurance, or data analytics/data mining.
Ability to self-start and operate independently in a fast-paced environment.
Strong consultative, interpersonal, and relationship-building skills.
Exceptional written, verbal, and presentation skills.
Demonstrated ability to negotiate effectively and manage multiple priorities.
High level of professionalism and confidentiality.
Proficiency with Microsoft Office tools (Excel, PowerPoint, Outlook) and CRM systems.
Ability to attend open enrollment meetings at approximately 30% of the time including travel throughout the assigned territory.

Nice To Haves

advanced degree preferred

Responsibilities

Analyze broker data, feedback, behavior trends to identify and proactively address at-risk accounts.
Gather input from Sales staff and leadership to validate findings and ensure alignment.
Develop and implement targeted retention strategies and campaigns based on customer feedback and churn analysis.
Meeting retention goals based on ongoing analysis and market conditions.
Collaborate with sales, marketing, and product teams to enhance the broker’s experience and deliver actionable insights.
Execute ongoing communication and engagement strategy with brokers and clients to ensure full value realization of products and services.
Attend and support open enrollment meetings as needed to strengthen relationships and assist with retention efforts. (Approximately 30% time allocated to open enrollment meetings.)
Partner with Sales Executives to address agency-specific retention challenges and opportunities.
Create, implement, and manage a proactive renewal process for groups with 20+ enrolled employees.
Verify and maintain data accuracy of sold, lost, and retained business in internal systems (e.g., Salesforce, GAIT).
Create, maintain, and distribute Renewal, Retention, and Stewardship reports for brokers, carriers, and leadership.
Ability to analyze and present data insights to leadership.
Develop and review monthly broker stewardship reports with Sales Executives prior to client delivery.
Prepare monthly carrier stewardship reports in collaboration with the Sales Vice President.
Maintain internal block-of-business reporting in partnership with the Sales Vice President and Regional Vice President.
Present regular updates on retention rates, churn, and customer feedback trends.