Client Retention Associate, Insurance at HUB… · Bozeman

Client Retention Associate, Insurance Location: 40 Enterprise Blvd. Suite 201 Bozeman, MT About the Role 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. Key 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, ​C​AM team and support Maintain accurate notes and follow established retention workflows Manage retention conversations with existing clients Qualifications 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 What Success Looks Like Clear reduction in avoidable cancellations and improved client satisfaction Clients feel heard, supported and confident in continuing their relationship​ with Proper Retention conversations are timely, professional and well documented Strong partnership with retention team and Director of Retention Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.