Renewal Consultant

Jobtailor; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Phoenix, AZ seeks a retention analyst to analyze broker data, identify at-risk accounts, and develop targeted renewal strategies. You will gather input from Sales and leadership to ensure alignment and drive retention.

Collaborate with sales, marketing, and product teams to improve broker experiences, prepare stewardship reports, and present insights to leadership. Open enrollment support travel around 30%.

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.
• 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.

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.
• 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.

Skills

Data Analysis

Retention Strategy Development

Interpersonal Skills

Relationship-Building

Negotiation Skills

Presentation Skills

Education

High school diploma or GED

Arizona Life & Health Insurance License

Tools

Salesforce Proficiency

GAIT

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

CRM Systems

Job description

• 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

• 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.

Core Competencies

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 Analysis
• Retention Strategy Development
• Salesforce Proficiency
• Arizona Life & Health Insurance License
• Interpersonal Skills

ATS Optimization Keywords

Hard Skills

• Data Analytics
• Churn Analysis
• Retention Reporting
• Renewal Process Management
• Market Condition Analysis

Soft Skills

• Consultative Skills
• Relationship-Building
• Negotiation Skills
• Presentation Skills
• Professionalism

Certifications & Qualifications

• Arizona Life & Health Insurance License

Industry Keywords

• Health Insurance
• Broker Data
• Customer Feedback
• Open Enrollment
• Retention Goals

Tools & Technologies

• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• CRM Systems
• GAIT