HUB International

Client Retention Associate, Insurance

HUB International  •  Montana (Onsite)  •  1 month ago
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Job Description

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 & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired 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 HUBRecruiting@hubinternational.com This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

HUB International

About HUB International

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. For more information, please visit hubinternational.com.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Chicago, IL
Year Founded
Unknown
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