Client Retention Associate, Insurance

Posted 9 Days Ago
Be an Early Applicant
Bozeman, MT, USA
In-Office
Junior
Insurance
The Role
The Client Retention Associate focuses on maintaining client relationships, managing retention efforts, and resolving client issues to improve satisfaction and retention rates.
Summary Generated by Built In

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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Skills Required

  • 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

HUB International Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.

  • Flexible Benefits Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
  • Healthcare Strength Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
  • Retirement Support A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.

HUB International Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

What We Do

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

Similar Jobs

Hex Logo Hex

Software Engineer

Artificial Intelligence • Big Data • Software • Analytics • Business Intelligence • Big Data Analytics
Remote or Hybrid
3 Locations
160 Employees
176K-220K Annually

Prokeep Logo Prokeep

Enterprise Account Executive

Information Technology • Software
Remote or Hybrid
United States
62 Employees
250K-300K Annually

General Motors Logo General Motors

Technical Lead

Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Remote or Hybrid
United States
165000 Employees
186K-285K Annually

mabl Logo mabl

Demand Generation Manager

Artificial Intelligence • Machine Learning • Software
Remote or Hybrid
United States
80 Employees
90K-90K Annually

Similar Companies Hiring

Globe Life Thumbnail
Insurance • Financial Services
McKinney, TX
3000 Employees
MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account