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Retention Manager Jobs in Amherst, MA (NOW HIRING)

Alera Group

Personal Lines Account Manager

Chicopee, MA · Hybrid

$55K - $75K/yr

Evaluate exposures and recommend coverage changes; explain options clearly to support retention * Manage workflows in Applied Epic with accurate documentation and compliance * Partner with carriers ...

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Retention Manager information

What does a retention manager do?

A Retention Manager is responsible for developing strategies to improve customer loyalty and reduce churn. They analyze customer data, create engagement initiatives, and collaborate with marketing and customer service teams to enhance the overall customer experience. Their goal is to build long-term relationships with customers, ensuring satisfaction and repeat business.

What are the common challenges faced by a retention manager, and how can they be addressed?

Retention Managers often face the challenge of identifying early signs of customer dissatisfaction and developing tailored strategies to improve engagement and loyalty. Balancing personalized outreach with scalable processes, analyzing large volumes of customer data, and collaborating across departments are typical hurdles in this role. Success often requires staying updated with industry trends, fostering strong communication channels with both customers and internal teams, and continuously testing and refining retention initiatives. By proactively addressing these challenges, Retention Managers play a crucial role in minimizing churn and supporting long-term business success.

What are the key skills and qualifications needed to thrive in the retention manager position, and why are they important?

To thrive as a Retention Manager, you need expertise in customer relationship management, data analysis, and strategy development, often supported by a degree in business, marketing, or a related field. Familiarity with CRM software, marketing automation tools, and data analytics platforms is commonly required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are standout soft skills for this position. These combined competencies ensure effective design and execution of retention strategies, driving sustained customer loyalty and business growth.

What is the role of a retention manager?

A retention manager is responsible for developing strategies to improve customer loyalty and reduce churn. They analyze customer data, create engagement campaigns, and collaborate with sales and marketing teams to retain existing clients. Strong communication skills and familiarity with CRM tools are often essential for this role.

What job categories do people searching Retention Manager jobs in Amherst, MA look for?

The top searched job categories for Retention Manager jobs in Amherst, MA are:

What cities near Amherst, MA are hiring for Retention Manager jobs?

Cities near Amherst, MA with the most Retention Manager job openings:

Retention Manager jobs near you

Personal Lines Account Manager

Alera Group

Chicopee, MA • Hybrid

$55K - $75K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 14 days ago

Alera Group rating

8.0

Company rating: 8.0 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

166th of 311 rated insurance

Job description

OVERVIEW

Alera Group is looking for a Personal Lines Property & Casualty Account Manager to join our team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Our Massachusetts locations include: Needham, Braintree, Brockton, Brookline, Chicopee, Concord, Fairhaven, Milford, Orleans, Rehoboth, Truro, and Worcester. Our Rhode Island locations include: North Smithfield and Warwick. 

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.


RESPONSIBILITIES
  • Advise and service Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience
  • Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
  • Evaluate exposures and recommend coverage changes; explain options clearly to support retention
  • Manage workflows in Applied Epic with accurate documentation and compliance
  • Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly

QUALIFICATIONS
  • 2+ years Personal Lines P&C account management experience
  • Valid Massachusetts P&C License (required)
  • Strong knowledge of personal lines coverages and underwriting requirements
  • Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
  • Strong communication and problem-solving; organized and deadline-driven
  • Able to step in and perform with minimal ramp-up; dependable and team-oriented

ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

The annual salary range is $55,000 to $75,000, plus commission.

We're anequal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. 

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-NO1

#LI-Hybrid


Location Type
Hybrid - 3 or more days in office - Office UKG Work locationQualifications:
  • 2+ years Personal Lines P&C account management experience
  • Valid Massachusetts P&C License (required)
  • Strong knowledge of personal lines coverages and underwriting requirements
  • Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
  • Strong communication and problem-solving; organized and deadline-driven
  • Able to step in and perform with minimal ramp-up; dependable and team-oriented
Education:UNAVAILABLEEmployment Type: FULL_TIME

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