SPG - Specialty Program Group · 13 hours ago
Client Retention Associate
Bozeman, MT
Full-time
Hybrid
Entry Level
$0/yr - $70K/yr
1+ years expSPG - Specialty Program Group is a specialty property & casualty program manager focused on short-term rental risks. They are hiring a Client Retention Associate to maintain strong client relationships and proactively address at-risk accounts, ensuring a high-quality client experience throughout the account's life.
FinanceImpact InvestingInsuranceMarketing
Responsibilities
Manage retention conversations with existing clients
Handle objections and provide coverage comparisons
Support renewal efforts by addressing concerns, resolving issues and reinforcing Proper’s value
Maintain accurate notes and follow established retention workflows
Collaborate cross-functionally with underwriting, C AM team and support
Qualification
Required
1-3 years of experience in account management, customer support or sales
Strong communication skills and comfort handling difficult client conversations
Highly organized and efficient with quick turnaround
Coachable and receptive to feedback
Comfortable working in a fast-paced environment
High school or equivalent
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses
Equity and commissions for some positions
Company
SPG - Specialty Program Group
Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jennifer Spindler
Chief Product Officer
Recent News
2025-12-17
Company data provided by crunchbase