AccountRetentionManager

**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:** * 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. **Strategic:** * 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. **Sales:** * 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. **Operational:** * 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 complian