Client Retention Associate, Insurance


Job Location:

Bozeman, MT - USA

Monthly Salary: $ 70000 - 80000
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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 Propers 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 ($10000 annually). The expected base pay range for this position is $70000 to $80000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and addition this position is eligible for commission which will bewholly derivedfrom the successful candidates closed sales transactions.The commission structure variesbyscope 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 floatingholidaysand company addition eligible annual bonusesequityand 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 veterans 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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.


Required Experience:

IC

About the RoleWe 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 Respons...

About Company

Company Logo

HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.

View Profile View Profile