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Client Retention Associate, Insurance

Job

50158 Specialty Program Group, LLC

Bozeman, MT (In Person)

Full-Time

Posted 1 week ago (Updated 3 days ago) • Actively hiring

Expires 6/15/2026

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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, 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 Department Account Management & Service Required Experience:
1-2 years of relevant experience
Required Travel:
No Travel Required Required 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. Hi, we're HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. 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.

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