Client Retention Associate, Insurance

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, CAM 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

Compensation:

Given the responsibilities of this position, HUB is offering a compensation structure of base pay + commission ($10,000 annually). The expected base pay range for this position is $70,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. In addition, this position is eligible for commission, which will be wholly derived from the successful candidate's closed sales transactions. The commission structure varies by scope of work and book of business. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.

#SPG

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.

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