Account Retention Manager

GTE Financial•Tampa, FL

6d•Hybrid

About The Position

The Account Retention Manager serves as the primary point of contact for external clients, responsible for identifying retention risks and implementing strategies for marketing, cross-sales, upsells, and client retention. This role involves data gathering, research, project management, report generation, audits, and analysis of market trends to foster cohesive business practices. GTE Financial is seeking an organized, professional, and strategic individual for this role.

Requirements

Undergraduate degree is preferred, or equivalent combination of education, training, and experience.
4+ years of experience in P&C insurance service, sales, or account management.
Active 4-40, 2-20, or equivalent state insurance license.
Proficiency with agency management systems (AM360 preferred).
Strong understanding of personal lines coverage; commercial experience a plus.
Excellent written and verbal communication skills.
Strong attention to detail with ability to multitask and stay organized.
Ability to analyze policies, compare changes, and explain insurance concepts to clients.
A quiet workplace so you can focus on delivering excellent service to our members.
Some positions will require performance standards to be met to qualify for alternative work arrangements.
Must have power and high-speed internet over 100MB (minimum).
Video capability (connection of 1.5 Mbps up and down recommended).
Candidates must provide and meet all technical requirements prior to the first day of training.
Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.

Nice To Haves

Commercial experience a plus

Responsibilities

Serve as the primary point of contact for an assigned book of business.
Build strong client relationships focused on retention, trust, and long-term value.
Provide guidance and education to clients on coverage, renewals, and policy changes.
Deliver exceptional customer service with a focus on clarity and responsiveness.
Identify retention risks and implement proactive strategies (remarketing, bundling, coverage reviews).
Analyze client portfolios to uncover cross-sell and upsell opportunities.
Support agency growth initiatives through improved retention and expanded coverage per client.
Conduct renewal reviews and present competitive market options where appropriate.
Review client profiles for missing lines of business and recommend solutions (auto, home, umbrella, flood, commercial).
Present multiple quote options with clear explanations of benefits and differences.
Drive cross-sell campaigns and personalized outreach to increase policy penetration.
Support new business placement alongside service responsibilities.
Maintain accurate and complete documentation in agency management systems (AMS360 preferred).
Process policy changes, endorsements, and service requests efficiently.
Assist clients with billing, cancellations, reinstatements, and general policy inquiries.
Ensure compliance with carrier, state, and agency guidelines.
Follow all documentation, disclosure, and binding procedures.
Demonstrate a fundamental knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.