ZipRecruiter

Log In

1

Director Retention Jobs in Boca Raton, FL (NOW HIRING)

YouFit

Director Of Fitness

Deerfield Beach, FL · On-site

Position Summary The Director of Fitness is responsible for the overall performance, growth, and ... Lead recruiting strategies to attract and retain top fitness talent. * Ensure all clubs maintain ...

YouFit

Director Of Fitness

Deerfield Beach, FL · On-site

Position Summary The Director of Fitness is responsible for the overall performance, growth, and ... Lead recruiting strategies to attract and retain top fitness talent. * Ensure all clubs maintain ...

ICBD

Executive Director

Boca Raton, FL · On-site

The Executive Director brings a hospitality mindset to healthcare, ensuring every interaction feels ... Lead, coach, develop, and retain a high-performing multidisciplinary team across clinical ...

next page

Showing results 1-20

All JobsRetention JobsDirector Retention JobsDirector Retention Jobs in Boca Raton, FL

Director Retention information

See Boca Raton, FL salary details

$20.5K

$85.4K

$152.4K

How much do director retention jobs pay per year?

As of Aug 4, 2026, the average yearly pay for director retention in Boca Raton, FL is $85,422.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,286.00 and $107,620.00 per year, depending on experience, location, and employer.

What does a director retention do?

A Director of Retention is responsible for developing and implementing strategies to retain customers or clients and reduce churn. They analyze customer data, identify reasons for attrition, and work cross-functionally to improve customer satisfaction and loyalty. This role often involves leading a team, setting retention goals, and collaborating with marketing, sales, and product departments to enhance the customer experience. The Director of Retention plays a key part in maximizing long-term value from existing customers and ensuring sustained business growth.

What are the key skills and qualifications needed to thrive as a director retention, and why are they important?

To thrive as a Director of Retention, you need expertise in customer lifecycle management, data analytics, and retention strategy, usually backed by a bachelor's or master's degree in business, marketing, or a related field. Proficiency with CRM platforms, customer segmentation tools, and data visualization software is typically required. Outstanding leadership, communication, and problem-solving skills help you inspire teams and tailor retention initiatives effectively. These competencies are vital to drive customer loyalty, reduce churn, and achieve sustainable business growth.

What is the difference between Director Retention vs HR Manager?

AspectDirector RetentionHR Manager
Primary FocusDeveloping retention strategies and reducing turnover at an organizational levelManaging overall HR functions, including recruitment, employee relations, and compliance
Required CredentialsBachelor's degree, experience in HR or talent management, strong communication skillsBachelor's or master's degree in HR, Business, or related field, HR certifications often preferred
Work EnvironmentCorporate offices, strategic planning sessions, cross-department collaborationHR departments, employee engagement activities, policy development

While both roles focus on employee management, the Director Retention specializes in strategies to retain talent and reduce turnover, often working at a strategic level. The HR Manager oversees broader HR functions, including recruitment, compliance, and employee relations, with retention being one component of their responsibilities.

What are the primary challenges a director retention faces when implementing new customer loyalty initiatives?

A Director of Retention often encounters challenges such as aligning cross-functional teams, integrating new technologies with existing systems, and accurately measuring the impact of loyalty programs. Navigating resistance to change, both internally and from customers, is common, as is maintaining personalized engagement at scale. Success in this role requires strong project management skills, the ability to analyze customer data, and effective communication across marketing, product, and customer service teams.
What job categories do people searching Director Retention jobs in Boca Raton, FL look for? The top searched job categories for Director Retention jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Director Retention jobs? Cities near Boca Raton, FL with the most Director Retention job openings:
Director Retention jobs near you

Renewals and Retention Specialist

Prestige International Insurance Gr Inc

Tamarac, FL • On-site

$40K - $65K/yr

Full-time

Re-posted 8 days ago

Job description

Position Summary:

Prestige Trucking Insurance is seeking a Renewals and Retention Specialist to lead the agency’s renewals department and take direct ownership of protecting and growing its book of business. This is a role with measurable impact — the person in this position is accountable for retention outcomes, cancellation reduction, and year-over-year premium growth, making it a strong fit for someone who is equally comfortable managing client relationships and leading a team. The role spans the full renewal lifecycle — from proactively identifying at-risk accounts and executing retention strategies to negotiating with underwriters, managing cancellation-prevention workflows, and overseeing the 90/60/30-day communication cadence. In addition to day-to-day renewal management, the Renewals and Retention Specialist leads and develops the renewals team, conducts coaching sessions, builds SOPs, and collaborates cross-functionally with underwriting, sales, marketing, and service teams to ensure a seamless client experience. The ideal candidate brings a background in insurance renewals or account retention, strong leadership and communication skills, and the analytical mindset to track KPIs and continuously improve department performance.


Essential Duties and Responsibilities:

  • Help oversee all renewal accounts and agency‑wide retention initiatives.
  • Implement strategies to maintain a minimum 85% retention, with a target of 95%+ retention ratio.
  • Proactively identify at‑risk accounts and create tailored recovery plans.
  • Personally intervene on high‑value, complex, or escalated accounts to secure renewal.
  • Develop and manage cancellation‑prevention workflows.
  • Track and reduce mid‑term cancellations through proactive outreach.
  • Delegate and distribute renewal assignments strategically for workload balance and efficiency.
  • Maintain accountability using performance metrics, dashboards, and daily activity tracking.
  • Conduct weekly retention performance meetings and coaching sessions.
  • Train team members in objection handling, closing strategies, and retention best practices.
  • Develop and maintain SOPs for renewal processes and retention workflows.
  • Increase department book value by at least 20% annually.
  • Identify and execute on cross‑sell and upsell opportunities during renewal conversations.
  • Ensure proper marketing of risks to secure competitive carrier terms.
  • Collaborate with Underwriting and Marketing to strengthen pricing leverage.
  • Help oversee remarketing processes for non‑renewals or accounts needing improved terms.
  • Market risks to carriers as needed to negotiate improved pricing or coverage.
  • Negotiate renewal terms directly with underwriters.
  • Maintain strong relationships with carrier partners to support retention and competitive positioning.
  • Help monitor account loss ratios and coordinate risk‑mitigation strategies.
  • Ensure a superior customer experience throughout the renewal cycle.
  • Develop and implement standardized renewal scripts, service protocols, and communication guidelines.
  • Oversee the 90/60/30‑day renewal communication cadence across the team.
  • Conduct client audits when needed to eliminate exposure gaps and strengthen retention.
  • Monitor and report key retention KPIs, including: Retention Ratio (Goal: 95%+), Cancellation Rate, Renewal Conversion Rate, Premium Retained, Revenue Growth (20% YoY target), Cross‑sell Ratio, and Save Rate on Cancellations
  • Provide weekly and monthly retention/renewal reports to executive leadership.
  • Develop and maintain dashboards for transparency, performance visibility, and accountability.
  • Provide ongoing training to: Renewal agents, Customer service representatives, and Sales agents on renewal positioning and closing
  • Create scripts, objection‑handling guides, and closing frameworks.
  • Coordinate with Marketing on renewal‑generated leads and retention‑focused campaigns.
  • Manage the flow of referrals generated during renewal conversations.
  • Collaborate with Sales to identify book optimization and revenue opportunities.
  • Ensure smooth handoff and communication between New Business, Service, and Retention teams.
  • Partner with the Service team to enhance client experience, reduce cancellations, and drive cross‑sell opportunities.


Key Performance Indicators (KPIs):

  • Retention Rate: Maintain a minimum retention rate of 85%, with a strategic target of 95% or higher across the renewal portfolio.
  • Annual Book Growth: Achieve 20% year-over-year growth within the retention department through renewal success, upselling, and cross‑selling initiatives.
  • Cancellation Reduction: Demonstrate measurable decreases in mid‑term and renewal‑related cancellations through proactive outreach and save strategies.
  • Cross‑Sell Performance: Increase cross‑sell revenue and improve the overall cross‑sell conversion rate during renewal interactions.
  • Customer Satisfaction: Drive continuous improvement in customer satisfaction scores through enhanced service quality and client experience.
  • Workflow Compliance: Ensure consistent adherence to all renewal workflows, communication cadences, SOPs, and compliance standards.


Knowledge, Skills, and Abilities (KSA’s):

  • Customer Retention & Renewal Knowledge — Demonstrates a strong understanding of retention strategies, renewal workflows, client lifecycle management, and best practices for reducing churn and increasing long-term customer value.
  • Insurance & Risk Management Knowledge — Possesses working knowledge of insurance products, underwriting considerations, carrier guidelines, risk evaluation, and the remarketing process to support effective renewal negotiation and retention outcomes.
  • Customer Relationship Management Skills — Exhibits the ability to build trust, strengthen client relationships, and deliver a superior customer experience through empathy, active listening, and solution‑driven communication.
  • Analytical & Data Interpretation Skills — Able to interpret retention metrics, identify trends, assess at-risk accounts, and make data‑driven decisions to improve performance and forecast retention outcomes.
  • Sales & Negotiation Abilities — Skilled in objection handling, persuasive communication, upselling, cross‑selling, and negotiating renewal terms to achieve revenue and retention goals.
  • Leadership & Team Development Skills — Demonstrates the ability to lead, coach, and motivate a team, establish performance expectations, conduct training, and foster a culture of accountability and continuous improvement.
  • Operational & Process Management Knowledge — Understands how to create, implement, and manage SOPs, renewal workflows, compliance standards, communication cadences, and process improvements that support efficiency and consistency.
  • Cross‑Functional Collaboration Abilities — Works effectively with underwriting, marketing, sales, and service teams to align strategies, resolve issues, and coordinate multi‑departmental efforts that support renewal success.
  • Problem‑Solving & Critical Thinking Skills — Adept at identifying issues, evaluating options, resolving complex client challenges, and developing strategic retention solutions.
  • Communication & Interpersonal Abilities — Demonstrates clear, professional communication (verbal and written), strong interpersonal skills, and the ability to convey complex information in a client‑friendly manner.
  • Time Management & Organizational Skills — Capable of managing multiple renewal timelines, client follow‑ups, performance reviews, and reporting duties while maintaining accuracy, prioritization, and attention to detail.


Minimum Qualifications:

  • Bachelor’s degree in Business, Marketing, Communications, Insurance, or a related field; or equivalent work experience in customer success, retention, or account management.
  • Active Florida 2 20 General Lines Insurance License
  • Minimum 3–5 years of experience in customer success, account management, renewals, or retention‑focused roles.
  • Experience within the insurance industry or a similar regulated field preferred.
  • Minimum 2 years of team leadership, supervisory, or coaching experience, preferably in a retention, customer success, or sales environment.
  • Working knowledge of insurance renewal workflows, underwriting basics, risk evaluation, and carrier relations (or ability to learn these quickly).
  • Strong verbal and written communication skills, with the ability to explain complex information clearly and professionally.
  • Demonstrated ability to handle escalations, difficult conversations, and conflict resolution.
  • Proven ability in upselling, cross‑selling, objection handling, and negotiating terms or pricing.
  • Ability to analyze KPIs, identify trends, interpret customer data, and present insights to leadership.
  • Proficiency with CRM systems, agency management systems (AMS), and Microsoft Office Suite (Excel, Outlook, Teams, etc.).
  • Comfortable learning new tools and working within structured workflows.
  • Ability to manage multiple priorities, deadlines, and renewal timelines simultaneously.
  • Active insurance license (Property & Casualty) or willingness to obtain one within company‑defined timeframes.


Physical Demands and Work Environment:

  • Requires extended periods of sitting, computer use, and handling digital documents, along with clear communication via phone and video.
  • Professional office work setting with standard office equipment and moderate noise levels.
  • Fast-paced, deadline-driven environment with frequent collaboration across departments.
  • Requires handling confidential client information in compliance with privacy and security standards.

Standard business hours are typically 9am-6pm.