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 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

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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