Retention Director
$125kThe Jonus Group
Job Description Retention Director
Job Summary Seeking a highly motivated and detail-oriented Retention and Book Optimization Director to join a growing team. This role is pivotal in analyzing, managing, and optimizing an agency's book of business to enhance client retention, maximize client value, and drive long-term growth.
Compensation Package
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Job Summary Seeking a highly motivated and detail-oriented Retention and Book Optimization Director to join a growing team. This role is pivotal in analyzing, managing, and optimizing an agency's book of business to enhance client retention, maximize client value, and drive long-term growth.
Compensation Package
- Salary : $125,000+ annually
- Benefits : Comprehensive medical, dental, and vision coverage
- Analyze the agency's book of business to identify trends, risks, and opportunities related to retention and growth.
- Develop and implement strategies to improve retention rates and client lifecycle value.
- Provide actionable insights and recommendations to leadership, sales, and service teams.
- Identify segments of the book requiring proactive management, remarketing, or intervention.
- Support cross-sell and account expansion strategies through data-driven insights.
- Maintain accurate, clean, and actionable data within Applied EPIC and reporting systems.
- Build and maintain reporting tools, dashboards, and tracking mechanisms for retention and performance.
- Partner with internal teams to align retention strategies with sales and service execution.
- Agency retention rate improvement.
- Retention performance by line, producer, and carrier.
- Reduction in lost business and improved renewal outcomes.
- Identification and execution of retention opportunities.
- Generation of cross-sell and account expansion insights.
- Accuracy and timeliness of reporting in dashboards.
- Data integrity within Applied EPIC and reporting systems.
- Implementation and success of retention strategies.
- Licenses/Certifications : Property & Casualty (P&C) and Life & Health (L&H) licenses required.
- Experience : Minimum of 5 years of relevant experience in insurance or a related field.
- Technical Skills : Proficiency in Applied EPIC software is required.
- Education : Bachelor's degree in Business, Finance, or a related field is preferred.
- Soft Skills : Strong analytical abilities, proactive problem-solving, excellent communication, self-starter attitude, and a collaborative mindset.
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Vacancy posted 1 day ago
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