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Retention Account Manager Jobs in Rochester, NY (NOW HIRING)

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Retention Account Manager information

See Rochester, NY salary details

$29.1K

$64.9K

$104.6K

How much do retention account manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for retention account manager in Rochester, NY is $64,939.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $77,500.00 per year, depending on experience, location, and employer.

How does a retention account manager typically collaborate with other departments to improve customer retention?

Retention Account Managers often work closely with sales, customer support, and product teams to address client concerns and proactively identify at-risk accounts. By sharing customer feedback with product teams, they help drive service improvements, while collaborating with support ensures timely resolution of issues. This cross-functional teamwork is essential for developing customized retention strategies and maintaining high levels of client satisfaction.

What is a retention account manager?

Retention Account Managers are professionals responsible for maintaining and strengthening relationships with existing clients to minimize customer churn. They proactively address client concerns, identify opportunities for upselling or cross-selling, and ensure customer satisfaction to encourage long-term loyalty. Their key duties often include troubleshooting issues, providing account updates, and collaborating with other departments to meet client needs. Retention Account Managers play a crucial role in maximizing customer lifetime value and supporting business growth.

What skills and qualifications are needed to thrive as a retention account manager?

To excel as a Retention Account Manager, you generally need strong customer relationship management, sales acumen, and problem-solving skills, often supported by a degree in business or related fields. Familiarity with CRM platforms like Salesforce, customer analytics tools, and sometimes industry-specific certifications are commonly required. Outstanding communication, negotiation, and empathy help build trust and loyalty with clients. These skills and qualities are crucial for driving customer satisfaction, reducing churn, and achieving company retention goals.

What is the difference between Retention Account Manager vs Customer Success Manager?

AspectRetention Account ManagerCustomer Success Manager
Primary FocusRetaining existing clients and reducing churnEnsuring overall customer satisfaction and success
MetricsCustomer retention rate, renewal rateCustomer satisfaction scores, Net Promoter Score (NPS)
Work EnvironmentAccount management, client communicationOnboarding, ongoing support, relationship building
Common Industry UsageSales, SaaS, subscription servicesTech, SaaS, service industries

While both roles focus on maintaining positive client relationships, the Retention Account Manager primarily concentrates on reducing churn and securing renewals, whereas the Customer Success Manager aims to ensure overall customer satisfaction and long-term success. Understanding these differences helps organizations assign the right responsibilities to each role.

What job categories do people searching Retention Account Manager jobs in Rochester, NY look for? The top searched job categories for Retention Account Manager jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Retention Account Manager jobs? Cities near Rochester, NY with the most Retention Account Manager job openings:
Retention Account Manager jobs near you
Infographic showing various Retention Account Manager job openings in Rochester, NY as of July 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, and 12% Remote job distribution, with an average salary of $64,939 per year, or $31.2 per hour.

Senior Account Manager - Commercial Lines

Insurance Office of America

Rochester, NY

$80K - $95K/yr

Full-time

Medical, Retirement

Re-posted 25 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 303 rated insurance

Job description

Description

Job Description:

Title: Senior Account Manager - Commercial Lines 
Hybrid Preferred: 1-2 days in Columbia, SC office
OR Fully Remote: for applicants in Eastern and Central Time Zones
Book Focus: Generalist, Contractors | Requirement: active P&C license
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 

 
About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. 

 
Key Responsibilities: 

  • Technical Competence: Maintain a high degree of technical competence and industry expertise. 

  • Team Leadership: Direct daily activities and workflow of the account management team. 

  • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. 

  • Policy Management: Manage policy expirations and renewals. 

  • Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. 

  • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

  • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

  • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

  • Policy Compliance: Stay updated on company policies and procedures. 

  • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

  • 5+ years of account management experience, or 7+ years in the insurance industry 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active property & casualty licensing; professional designation (CISR, CRIS, CIC, CPCU or equivalent) strongly preferred 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communication, multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $80,000.00 to $95,000.00 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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