Account Retention Manager - Insurance

Account Retention Manager leads client retention for an assigned book of business in insurance, focusing on retention risk assessment, strategic remarketing and cross-sell opportunities, renewals and benefits explanations, and clear communication with external clients. Responsibilities include data gathering and analysis, preparation of reports and audits, maintaining complete documentation in AMS360, coordinating policy changes and servicing needs, supporting agency growth through retention and expanded coverage, presenting multiple quote options, and ensuring compliance with carrier and agency guidelines. The role requires strong written and verbal communication, attention to detail, the ability to analyze policies and explain insurance concepts, and hybrid in-office/remote work with a Tampa, FL base; preferred undergraduate degree and active P&C licenses. The position involves collaboration on renewal reviews, cross-sell campaigns, and providing guidance on coverage changes while adhering to federal and state financial regulations.