Renewal Consultant

Key Responsibilities

• Analyze broker data, feedback, 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.
• Meet retention goals based on ongoing analysis and market conditions.
• 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.
• 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 20+ enrolled employees.
• 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.
• Ability to 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.

Qualifications & Requirements

• Minimum of high school diploma, GED, or equivalent (advanced degree preferred).
• Active Arizona Life & Health insurance license required.
• 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 at approximately 30% of the time including travel throughout the assigned territory.

Compensation

Salary Range*: $60,000-$80,000 plus bonus.

Actual compensation may vary from posting based on work experience, education and/or skill level.

* The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. At the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future.

No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans.

The amount and availability of any bonus commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.