Client Retention Associate, Insurance
$70k - $80kHUB International
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
Compensation:
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: Total on-target earnings (OTE) for the position is $70,000-$80,000. The expected salary is $70,000 with an annual bonus up to $10,000 annually 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. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions 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.
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 View email address on click.appcast.io . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
$50k - $57k
...Client Service Associate Bozeman, Montana Onsite Industry: Financial Services Job Category: Wealth Management Job Type: Direct Hire Job Description Position Title: Client Service Associate This role is essential for supporting a financial advisor...SuggestedWork at office- ...Job Description Job Description We are seeking an Attorney At Law to become a part of our team! You will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions. Responsibilities: Represent clients in court or...Suggested
$120k
...Benefits: ~ Employer covers 100% of health, dental, and vision insurance costs for employees and 75% of those costs for family members... ...practice with a great team? Are you driven to personal, team and client success? Does working with other highly motivated professionals...SuggestedWork at officeRelocation- ...MT and will require you to relocate. We are in search of an Associate Attorney to work with two other attorneys in a small boutique firm... ...legal documents Provide advice to corporate/perspective clients regarding employment law issues Perform legal research...SuggestedRelocation
$23.75 per hour
...reschedules/cancellations. Keep all the moving parts running smoothly by confirming and completing work order information, including insurance verification, additional parts and missing information. Breeze through administrative tasks such as buyouts, invoices, work...SuggestedWeekly pay- ...and estates. The firm is dedicated to delivering comprehensive, client-focused services to businesses, landowners, healthcare... ...clients on both a local and national scale. BKBH is seeking an Associate Attorney to join their Bozeman office who is a motivated self-starter...Work at officeLocal area
- ...accredited law school; and License to practice law in the State of Montana and membership in good standing with the Montana Bar Association is required at the time of hire; and Minimum of one (1) year experience practicing law, preferably criminal law; or Any...Work at officeLocal area
$24 per hour
...orders, they uncover customer goals, recommend solutions, and help clients achieve better marketing outcomes. If you enjoy asking... ...Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public...Full timeTemporary workWork at office2 days per week3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Retention Associate, Insurance. Be the first to apply!
- work from home dental insurance Bozeman, MT
- sales representative insurance Bozeman, MT
- insurance Bozeman, MT
- insurance and financial services position Bozeman, MT
- travelers insurance Bozeman, MT
- insurance verification jobs Bozeman, MT
- remote insurance Bozeman, MT
- insurance follow up rep Bozeman, MT
- insurance customer service Bozeman, MT
- rn insurance assessment Bozeman, MT



