Renewal Consultant

About the role

Renewal Consultant (Iowa and Ohio Book of Business) plays a critical role in driving Warner Pacific’s growth strategy by strengthening group medical case retention across the Iowa/Ohio market. This role focuses on identifying where medical case losses occur, developing strategies to keep business in-house, and partnering closely with Sales Executives to address retention challenges within specific agencies. The position supports all group cases with 2+ enrolled employees, leads a proactive renewal management process, and collaborates with contracted carriers and TPA partners to align shared retention goals and initiatives. The specialist will actively support brokers and clients during key renewal cycles and may attend open enrollment meetings. This position reports directly to the Sales Vice President.

Responsibilities

• Retention Strategy & Analysis
  • Analyze broker data, feedback, and behavior trends to identify and proactively address at-risk accounts.
  • Gather input from Sales staff and leadership to validate findings and ensure alignment.
  • Develop and implement targeted retention strategies and campaigns based on customer feedback and churn analysis.
  • Collaborate with sales, marketing, and product teams to enhance the broker’s experience and deliver actionable insights.
• Client & Broker Engagement
  • Execute ongoing communication and engagement strategy with brokers and clients to ensure full value realization of products and services.
  • Attend and support open enrollment meetings as needed to strengthen relationships and assist with retention efforts (focus on strategic accounts or upon broker request).
  • Partner with Sales Executives to address agency-specific retention challenges and opportunities.
• Renewal Management
  • Create, implement, and manage a proactive renewal process for groups with 2+ enrolled employees.
  • For groups of 2-9: collaborate with Inside Sales and/or Sales Consultant on renewal strategy.
  • For groups of 10-50: collaborate more closely with the Sales Consultant on renewal strategy.
  • For groups of 51+: Sales Consultant develops the renewal strategy; Renewal Consultant manages the process and hands it back to the Sales Consultant for presentation.
  • Verify and maintain data accuracy of sold, lost, and retained business in internal systems (e.g., Salesforce, GAIT).
• Reporting & Insights
  • Create, maintain, and distribute Renewal, Retention, and Stewardship reports for brokers, carriers, and leadership.
  • Analyze and present data insights to leadership.
  • Develop and review monthly broker stewardship reports with Sales Executives prior to client delivery.
  • Prepare monthly carrier stewardship reports in collaboration with the Sales Vice President.
  • Maintain internal block-of-business reporting in partnership with the Sales Vice President and Regional Vice President.
  • Present regular updates on retention rates, churn, and customer feedback trends.
• Behaviors & Competencies
  • Professional, responsive, and effective communication across phone, Outlook, Zoom, and Slack.
  • Strong expertise in cross-system data analysis, visualization, and strategic interpretation.
  • Advanced proficiency in Excel, PowerPoint, Salesforce, and Microsoft 365.
  • Confident presenter in virtual and in-person settings, including broker and client meetings.
  • Strong problem-solving skills with the ability to develop creative, strategic solutions.
  • Excellent time management and ability to work independently with minimal supervision.

Requirements

• Minimum of high school diploma, GED, or equivalent (advanced degree preferred).
• Active Iowa and Ohio Life & Health insurance license required.
• Preference for an Iowa resident.
• 3-5 years of experience in sales, health insurance, or data analytics/data mining.
• Ability to self-start and operate independently in a fast-paced environment.
• Strong consultative, interpersonal, and relationship-building skills.
• Exceptional written, verbal, and presentation skills.
• Demonstrated ability to negotiate effectively and manage multiple priorities.
• High level of professionalism and confidentiality.
• Proficiency with Microsoft Office tools (Excel, PowerPoint, Outlook) and CRM systems.
• Ability to attend open enrollment meetings for key accounts and travel throughout the assigned territory.

Pay

Salary Range: $80,000–$90,000 plus bonus. Actual compensation may vary based on work experience, education, and/or skill level.