Client Retention Associate

Company Overview:

Proper Insurance is a specialty property & casualty program manager (MGA) focused on short-term rental risks (e.g. Airbnb VRBO). Were known for white-glove claims service and pragmatic underwriting. If you like high standards direct communication and solving real customer problems youll fit right 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.

Location: This is a hybrid role reporting to our corporate office in Bozeman (40 Enterprise Blvd Suite 201 Bozeman MT 59718)

Key Responsibilities:

• Manage retention conversations with existing clients

• Handle objections and provide coverage comparisons

• Support renewal efforts by addressing concerns resolving issues and reinforcing Propers value

• Maintain accurate notes and follow established retention workflows

• Collaborate cross-functionally with underwriting CAM team and support

Qualifications:

• 1-3 years of experience in account management customer support or sales

• Strong communication skills and comfort handling difficult client conversations

• Highly organized and efficient with quick turnaround

• Coachable and receptive to feedback

• Comfortable working in a fast-paced environment

What Success Looks Like:

• Clients feel heard supported and confident in continuing their relationship with Proper

• Clear reduction in avoidable cancellations and improved client satisfaction

• Retention conversations are timely professional and well documented

• Strong partnership with the Director of Retention

Compensation:

This role is 100% commission based. Compensation is earned entirely through performance based incentives tied to client retention.

• On-Target Earnings: $70000

• Commission is directly tied to retention performance with increased earning potential for surpassing retention goals

This structure is designed for self-motivated individuals who are confident in their ability to drive measurable retention impact and want direct control over their earning potential.

Disclosure required under applicable law in California Colorado Illinois Maryland Minnesota New York New Jersey and Washington states: The expected earnable income for this position is up to $70000 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 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.

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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.

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