Come join our GTE Financial team!
We are looking for an organized, professional, strategic individual to join as an Account Retention Manager. The Account Retention Manager has a primary point contact for external clients. They are responsible for identifying retention risk and implementing strategies for marketing, cross sales, upsells, and client retention.
The Account Retention Manager will be responsible for data-gathering, research, projects, reports, audits, and other market trends that will create cohesive business practice.
What does GTE look for as an Account Retention Manager?
Leadership:
- Serve as the primary point of contact for an assigned book of business.
- Build strong client relationships focused on retention, trust, and long-term value.
- Provide guidance and education to clients on coverage, renewals, and policy changes.
- Deliver exceptional customer service with a focus on clarity and responsiveness.
Strategic:
- Identify retention risks and implement proactive strategies (remarketing, bundling, coverage reviews).
- Analyze client portfolios to uncover cross-sell and upsell opportunities.
- Support agency growth initiatives through improved retention and expanded coverage per client.
- Conduct renewal reviews and present competitive market options where appropriate.
Sales:
- Review client profiles for missing lines of business and recommend solutions (auto, home, umbrella, flood, commercial).
- Present multiple quote options with clear explanations of benefits and differences.
- Drive cross-sell campaigns and personalized outreach to increase policy penetration.
- Support new business placement alongside service responsibilities.
Operational:
- Maintain accurate and complete documentation in agency management systems (AMS360 preferred).
- Process policy changes, endorsements, and service requests efficiently.
- Assist clients with billing, cancellations, reinstatements, and general policy inquiries.
- Ensure compliance with carrier, state, and agency guidelines.
- Follow all documentation, disclosure, and binding procedures.
- Must demonstrate a fundamental knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
Required Qualifications:
- Undergraduate degree is preferred, or equivalent combination of education, training, and experience.
- 4+ years of experience in P&C insurance service, sales, or account management.
- Active 4-40, 2-20, or equivalent state insurance license.
- Proficiency with agency management systems (AM360 preferred).
Skills:
- Strong understanding of personal lines coverage; commercial experience a plus
- Excellent written and verbal communication skills.
- Strong attention to detail with ability to multitask and stay organized.
- Ability to analyze policies, compare changes, and explain insurance concepts to clients.
Position Details:
- Location: Downtown Tampa – GTE Headquarters
- Department Hours: Monday– Friday (8:00 am to 5:00 pm)
Full-time hours required, with additional hours necessary to accomplish objectives, goals, and projects.
The position is defined as hybrid in nature, (in-office, or remote) and may be changed at any time by management with appropriate notice, if possible.
Required for Remote/Hybrid Work:
- A quiet workplace so you can focus on delivering excellent service to our members.
- Some positions will require performance standards to be met to qualify for alternative work arrangements.
- Required to have power and high-speed internet over 100MB (minimum).
- Video capability (connection of 1.5 Mbps up and down recommended).
- Candidates must provide and meet all technical requirements prior to the first day of training.
- Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.
Come and join our award-winning team!
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Skills Required
- 4+ years of experience in P&C insurance service, sales, or account management.
- Active 4-40, 2-20, or equivalent state insurance license.
- Proficiency with agency management systems (AMS360 preferred).
- Fundamental knowledge of the Bank Secrecy Act, U.S. Patriot Act, OFAC, Anti-Money Laundering, Right to Financial Privacy Act, and Bank Bribery Act.
- Strong understanding of personal lines coverage (commercial experience a plus).
- Excellent written and verbal communication skills.
- Strong attention to detail with ability to multitask and stay organized.
- Ability to analyze policies, compare changes, and explain insurance concepts to clients.
- Undergraduate degree preferred or equivalent combination of education, training, and experience.
- For remote/hybrid work: reliable power, high-speed internet (100 Mbps minimum), video capability (recommended 1.5 Mbps up/down), and ability to regularly commute to office.
What We Do
WE’RE ALL ABOUT GIVING BACK— TO OUR MEMBERS, COMMUNITY, AND EMPLOYEES. Supporting the goals of our employees as well as our neighbors and outreach partners At GTE Financial, you’ll enjoy much more than a career. You’ll experience something truly unique: a friendly, committed community of employees who are dedicated to your success—and to the advancement of the businesses, neighbors, friends, and outreach partners that give our work meaning. Established as a not-for-profit cooperative and a federal credit union in 1935, we are one of the region’s largest locally owned and operated financial institutions. We care deeply about your well-being, and that of the people we serve. You’ll see that commitment in: 401 (k) company match up to 7% Full- time employees accrue 4 weeks of PTO a year 11 paid holidays annually 1 day of paid Volunteer Time Off to support charities and service organizations And much more… • Exceptional compensation: - Competitive base and incentive pay - Eligibility for annual bonus based on performance • An outstanding benefits package: - Medical - Dental - Vision - Flexible spending account - Additional insurance - Employee assistance program - 401 (k) company match up to 7% - Corporate wellness programs o Wellness Time Off o Wellness Reimbursement Program • Work/life balance: - Full and part-time employees accrue PTO each pay period - 11 paid holidays annually - 1 day of paid Volunteer Time Off to support charities and service organizations • Workplace accolades we have earned: - Tampa Bay Times list of Tampa Bay’s Top Workplaces: o an award based on feedback from our employees • The career-development programs we offer: - GTE University featuring internal training programs - Leadership development programs - Generous tuition reimbursement • Our philanthropic efforts throughout the communities we serve: - Corporate charitable efforts - Monthly charities - Holiday charities - GTE Cares Program - GTE Foundati
