Renewal Consultant

Warner Pacific Insurance Services

Renewal Consultant focused on retention strategies and client engagement for Warner Pacific. Collaborating with sales and brokers to improve retention rates and enhance client relations.

Posted 7/22/2026full-timePhoenix • Arizona • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retention strategy and analysis, with a strong focus on broker engagement and renewal management. Proficient in data analytics and effective communication to enhance client relationships and achieve retention goals.

Highest-signal resume keywords

Retention Strategy & AnalysisActive Arizona Life & Health Insurance LicenseData Analytics/Data MiningMicrosoft Office ProficiencyConsultative Relationship-Building Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisChurn AnalysisRetention Strategy DevelopmentRenewal ManagementReporting & Insights Creation

Soft Skills

Interpersonal SkillsNegotiation SkillsPresentation SkillsSelf-StarterProfessionalism

Tools & Technologies

CRM SystemsMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

Arizona Life & Health Insurance License

Industry Keywords

Health InsuranceBroker EngagementClient RetentionOpen EnrollmentSales Experience

About the role

Key responsibilities & impact

Retention Strategy & Analysis
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.
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.
Renewal Management
Create, implement, and manage a proactive renewal process for groups with 20+ enrolled employees.
Reporting & Insights
Create, maintain, and distribute Renewal, Retention, and Stewardship reports for brokers, carriers, and leadership.

Requirements

What you’ll need

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.

Benefits

Comp & perks

As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our responsibilities section, please apply! We look forward to hearing from you!