What are the responsibilities and job description for the Account Retention Manager position at GTE Financial?
Come join our GTE Financial team!
We are looking for an organized, professional, strategic individual to join as an Account Retention Manager. The Account Retention Manager has a primary point contact for external clients. They are responsible for identifying retention risk and implementing strategies for marketing, cross sales, upsells, and client retention.
The Account Retention Manager will be responsible for data-gathering, research, projects, reports, audits, and other market trends that will create cohesive business practice.
What does GTE look for as an Account Retention Manager?
Leadership:
The position is defined as hybrid in nature, (in-office, or remote) and may be changed at any time by management with appropriate notice, if possible.
Required for Remote/Hybrid Work:
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
We are looking for an organized, professional, strategic individual to join as an Account Retention Manager. The Account Retention Manager has a primary point contact for external clients. They are responsible for identifying retention risk and implementing strategies for marketing, cross sales, upsells, and client retention.
The Account Retention Manager will be responsible for data-gathering, research, projects, reports, audits, and other market trends that will create cohesive business practice.
What does GTE look for as an Account Retention Manager?
Leadership:
- 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.
- Must 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.
- 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.
- Location: Downtown Tampa – GTE Headquarters
- Department Hours: Monday– Friday (8:00 am to 5:00 pm)
The position is defined as hybrid in nature, (in-office, or remote) and may be changed at any time by management with appropriate notice, if possible.
Required for Remote/Hybrid Work:
- 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.
- Required to 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.
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.