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

• Salary: $125,000+ annually
• Benefits: Comprehensive medical, dental, and vision coverage

Responsibilities

• 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.

Key Performance Indicators (KPIs)

• 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.

Qualifications/Requirements

• 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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