Renewal Consultant
$60,000–$80,000 year
On-sitePhoenix, Arizona, United States
Job Summary
Analyze broker data, feedback, and behavior trends to identify at-risk accounts and develop targeted retention strategies. Create and manage a proactive renewal process for groups with 20 or more enrolled employees, verifying data accuracy in internal systems. Partner with Sales Executives to address agency-specific challenges and present monthly stewardship reports on retention rates and churn. Attend open enrollment meetings approximately 30% of the time to strengthen relationships and support clients during key renewal cycles. Requires an active Arizona Life & Health insurance license, 3-5 years of experience in sales or data analytics, and advanced proficiency in Excel, Salesforce, and Microsoft 365. Salary range $60,000-$80,000 plus bonus; full-time role with travel throughout the Arizona territory.
Required Qualifications
- Minimum of high school diploma, GED, or equivalent
- Active Arizona Life & Health insurance license
- 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
Desired Qualifications
- Advanced degree
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