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, ​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

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

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