Arizona Renewal & Retention Consultant

Ace Stack; Phoenix (AZ); On-site; USD 80,000 - 90,000; Full time

Job summary

Warner Pacific's Renewal Consultant (Arizona Book of Business) drives growth by strengthening group medical case retention across the Arizona market, identifying where losses occur and partnering with Sales Executives to address retention with specific agencies.

The role leads a proactive renewal process for groups 20+ enrolled, collaborates with carriers and TPAs, supports brokers during open enrollment, and delivers regular retention and stewardship reports using Excel, Salesforce, and

Qualifications

• 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.

Responsibilities

• 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.

Skills

Data analysis

Excel

PowerPoint

Salesforce

Microsoft 365

Communication

Open enrollment coordination

Education

High school diploma or equivalent

Advanced degree preferred

Tools

Salesforce CRM

Microsoft 365 apps

Job description

Warner Pacific's Renewal Consultant (Arizona Book of Business) drives growth by strengthening group medical case retention across the Arizona market, identifying where losses occur and partnering with Sales Executives to address retention with specific agencies.

The role leads a proactive renewal process for groups 20+ enrolled, collaborates with carriers and TPAs, supports brokers during open enrollment, and delivers regular retention and stewardship reports using Excel, Salesforce, and