Renewal Consultant

Warner Pacific University

Renewal Consultant focused on strengthening group medical case retention within Arizona market for Warner Pacific. Partnering with Sales Executives to address retention challenges and oversee proactive renewal management.

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 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.

Highest-signal resume keywords

Data AnalysisRetention Strategy DevelopmentSalesforce ProficiencyArizona Life & Health Insurance LicenseInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Data AnalyticsChurn AnalysisRetention ReportingRenewal Process ManagementMarket Condition Analysis

Soft Skills

Consultative SkillsRelationship-BuildingNegotiation SkillsPresentation SkillsProfessionalism

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft OutlookCRM SystemsGAIT

Certifications & Qualifications

Arizona Life & Health Insurance License

Industry Keywords

Health InsuranceBroker DataCustomer FeedbackOpen EnrollmentRetention Goals

About the role

Key responsibilities & impact

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.

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

Health insurance
Bonuses