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.
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
Requirements
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
Benefits
#SPGDepartment Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentE-Verify ProgramHealth insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonus
Hub · 40 Enterprise Blvd. Suite 201 Bozeman, MT