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Insurance Retention Manager Jobs (NOW HIRING)

AAA Northeast

Insurance Retention Agent (59055)

Lincoln, RI · Hybrid

$23.75 - $28.75/hr

As an Insurance Retention Agent, you will play an important role in helping customers protect what ... Strong organizational and time management skills. * Excellent problem-solving, analytical, and ...

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Insurance Retention Manager information

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$37.5K

$82.8K

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How much do insurance retention manager jobs pay per year?

As of Jun 14, 2026, the average yearly pay for insurance retention manager in the United States is $82,798.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Retention Manager, and why are they important?

To thrive as an Insurance Retention Manager, you need in-depth knowledge of insurance products, customer service expertise, and experience with retention strategies, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software, insurance agency management systems, and relevant insurance licenses or certifications is typical. Strong interpersonal skills, problem-solving ability, and persuasive communication help build client trust and address concerns proactively. These skills ensure high policyholder satisfaction and loyalty, directly impacting company profitability and client retention rates.

What does a retention manager do?

A retention manager in insurance oversees efforts to retain existing customers by analyzing customer data, developing retention strategies, and improving customer satisfaction. They often use CRM tools and work closely with sales and customer service teams to reduce policy cancellations and increase loyalty.

What jobs pay 2000 a day?

Jobs like high-level insurance retention managers, investment bankers, corporate lawyers, and specialized medical professionals can earn around $2,000 or more per day, often due to high experience, expertise, or commission-based pay structures. These roles typically require advanced skills, certifications, or significant industry experience and may involve long hours or high-pressure environments.

What is the difference between Insurance Retention Manager vs Insurance Underwriter?

AspectInsurance Retention ManagerInsurance Underwriter
CredentialsTypically requires insurance licenses, industry certificationsOften requires actuarial credentials or underwriting certifications
Work EnvironmentCustomer-focused, retention strategies, client communicationRisk assessment, policy evaluation, underwriting decisions
Employer & Industry UsageInsurance companies, brokers, agenciesInsurance companies, underwriting firms, brokers
Search & Comparison IntentUnderstanding retention strategies, client managementRisk assessment, policy approval, pricing

While both roles are vital in the insurance industry, the Insurance Retention Manager focuses on maintaining client relationships and reducing policy cancellations, whereas the Insurance Underwriter evaluates risks and determines policy terms. Their skills and responsibilities complement each other but serve different functions within the insurance process.

What does an Insurance Retention Manager do?

An Insurance Retention Manager is responsible for developing and implementing strategies to retain existing insurance clients. They analyze client portfolios, address customer concerns, and proactively reach out to policyholders to ensure satisfaction and continued business. Their goal is to minimize policy cancellations and maximize customer loyalty by providing excellent service and tailored solutions. The role often involves collaborating with sales, customer service, and underwriting teams to deliver a seamless client experience.

How does an Insurance Retention Manager typically collaborate with sales and customer service teams to improve client retention?

Insurance Retention Managers work closely with both sales and customer service teams to ensure a seamless client experience and higher policy renewal rates. They often coordinate regular meetings to share feedback, analyze cancellation trends, and develop tailored retention strategies. By fostering open communication and providing training on customer engagement, they help frontline staff address client concerns proactively, leading to improved satisfaction and loyalty. This cross-functional collaboration is essential for identifying at-risk accounts and implementing targeted retention campaigns.

What is the highest paid job in insurance?

In the insurance industry, executive roles such as Chief Underwriting Officer or Chief Risk Officer tend to be the highest paid, often earning six-figure salaries plus bonuses. These positions require extensive experience, leadership skills, and industry knowledge, and they oversee strategic decision-making and risk management at large organizations.

What jobs pay $10,000 a month without a degree?

Insurance Retention Managers can earn around $10,000 a month through commissions, bonuses, and high-performance incentives, especially in roles that involve sales, client retention, and account management. Success in such positions often depends on strong communication skills, industry knowledge, and experience rather than formal degrees.
Account Retention Manager - Insurance

Account Retention Manager - Insurance

GTE Financial

Tampa, FL • On-site

Full-time

Posted 4 days ago

Job description

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 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.

Required Qualifications:
  • 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).

Skills:
  • 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.

Position Details:
  • Location: Downtown Tampa - GTE Headquarters
  • Department Hours: Monday- Friday (8:00 am to 5:00 pm)

Full-time hours required, with additional hours necessary to accomplish objectives, goals, and projects.
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.

Come and join our award-winning team!
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.

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