Renewal Consultant

• 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.
• Meeting 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.
• 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.
• 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).
• 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.

• 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.

Demonstrates expertise in data analysis and retention strategy development, with a strong focus on enhancing broker relationships and ensuring customer satisfaction. Proficient in utilizing CRM systems and Microsoft Office tools to manage data and present actionable insights.

• Data Analysis
• Retention Strategy Development
• Salesforce Proficiency
• Arizona Life & Health Insurance License
• Interpersonal Skills

• Data Analytics
• Churn Analysis
• Retention Reporting
• Renewal Process Management
• Market Condition Analysis

• Consultative Skills
• Relationship-Building
• Negotiation Skills
• Presentation Skills
• Professionalism

• Arizona Life & Health Insurance License

• Health Insurance
• Broker Data
• Customer Feedback
• Open Enrollment
• Retention Goals

• Microsoft Excel
• Microsoft Power Point
• Microsoft Outlook
• CRM Systems
• GAIT