Retention Director
The Jonus Group•Grants Pass, OR
About The Position
Seeking a highly motivated and detail-oriented Retention and Book Optimization Director to join a growing team. This role is pivotal in analyzing, managing, and optimizing an agency's book of business to enhance client retention, maximize client value, and drive long-term growth.
Requirements
- Property & Casualty (P&C) and Life & Health (L&H) licenses required.
- Minimum of 5 years of relevant experience in insurance or a related field.
- Proficiency in Applied EPIC software is required.
- Strong analytical abilities
- Proactive problem-solving
- Excellent communication
- Self-starter attitude
- Collaborative mindset
Nice To Haves
- Bachelor's degree in Business, Finance, or a related field is preferred.
Responsibilities
- Analyze the agency's book of business to identify trends, risks, and opportunities related to retention and growth.
- Develop and implement strategies to improve retention rates and client lifecycle value.
- Provide actionable insights and recommendations to leadership, sales, and service teams.
- Identify segments of the book requiring proactive management, remarketing, or intervention.
- Support cross-sell and account expansion strategies through data-driven insights.
- Maintain accurate, clean, and actionable data within Applied EPIC and reporting systems.
- Build and maintain reporting tools, dashboards, and tracking mechanisms for retention and performance.
- Partner with internal teams to align retention strategies with sales and service execution.
Benefits
- Comprehensive medical, dental, and vision coverage
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
11-50 employees
