Arizona Renewal Strategy Specialist

Warner Pacific Insurance Services, Inc.; Arizona; On-site; USD 60,000 - 80,000; Full time

Job summary

Warner Pacific Insurance Services, Inc. is seeking a Renewal Consultant (Arizona Book of Business) to drive growth by strengthening group medical case retention across the Arizona market.

The role focuses on identifying where medical case losses occur, developing strategies to keep business in-house, and partnering with Sales Executives to address retention challenges within agencies. This position supports all group plans with 20+ enrolled employees, leads a proactive renewal management

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.
• Excellent 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.

Responsibilities

• Analyze broker data and trends to identify at-risk accounts and address retention.
• Gather input from Sales staff to validate findings and ensure alignment.
• Develop and implement targeted retention strategies and campaigns based on feedback.
• Meet retention goals based on analysis and market conditions.
• Collaborate with sales, marketing, and product teams to improve broker experience and insights.
• Execute ongoing communication with brokers and clients to realize value of products.

Skills

Sales experience

Data analytics

Relationship building

Negotiation

Presentation skills

Independent worker

Strong communication

Education

High school diploma or GED

Arizona Life & Health license

Tools

Salesforce

Microsoft Office

Excel

PowerPoint

Outlook

CRM systems

Job description

Warner Pacific Insurance Services, Inc. is seeking a Renewal Consultant (Arizona Book of Business) to drive growth by strengthening group medical case retention across the Arizona market.

The role focuses on identifying where medical case losses occur, developing strategies to keep business in-house, and partnering with Sales Executives to address retention challenges within agencies. This position supports all group plans with 20+ enrolled employees, leads a proactive renewal management