Group Renewal & Retention Specialist (Iowa & Ohio)

Warner Pacific Insurance Services; Urbandale (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

Warner Pacific Insurance Services is seeking a Renewal Consultant for the Iowa and Ohio book of business. The role focuses on strengthening medical case retention and partnering with Sales Executives to address renewal challenges, with involvement across carriers and TPAs.

The position supports groups with 2+ enrolled employees, leads proactive renewal processes, and engages brokers and clients during renewals and special open enrollment events.

Qualifications

• Minimum of a high school diploma, GED, or equivalent. Advanced degree preferred.
• Active Iowa and Ohio Life & Health insurance license required.
• Preference for an Iowa resident.

Responsibilities

• Analyze broker data and behavior trends to identify at‑risk accounts and address retention.
• Collaborate with Sales Executives to develop retention strategies and campaigns.
• Create and distribute Renewal and Stewardship reports for brokers, carriers, and leadership.
• Attend open enrollment meetings to strengthen relationships and support retention efforts.
• Maintain data accuracy in internal systems (Salesforce, GAIT, etc.).
• Present retention insights to leadership and drive improvements.

Skills

Sales

Data analytics

Presentation skills

Interpersonal skills

Education

High school diploma or GED

Tools

Excel

PowerPoint

Salesforce

Microsoft 365

CRM systems

Job description

Warner Pacific Insurance Services is seeking a Renewal Consultant for the Iowa and Ohio book of business. The role focuses on strengthening medical case retention and partnering with Sales Executives to address renewal challenges, with involvement across carriers and TPAs.

The position supports groups with 2+ enrolled employees, leads proactive renewal processes, and engages brokers and clients during renewals and special open enrollment events.