Manager - Enterprise Retention

Posted 13 Hours Ago
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Westlake, OH, USA
In-Office
Entry level
Agency • Insurance • Financial Services
The Role
Leads the enterprise retention team by managing daily operations, coaching employees, monitoring performance, ensuring compliance, resolving escalated client situations, optimizing workflows, and improving retention outcomes. Partners with leadership, training, operations, and carrier relations teams to implement initiatives, strengthen client engagement, support workforce planning, and foster accountability and professional development.
Summary Generated by Built In

The Manager – Enterprise Retention leads a high‑performing team responsible for preserving client relationships, mitigating cancellations, and driving long‑term policy retention across the organization. This role provides strategic direction, operational oversight, and coaching to ensure team members deliver consistent, consultative, and compliant client experiences. The manager is accountable for retention outcomes, workflow optimization, and the development of talent capable of handling increasingly complex retention scenarios. Through data‑driven decision‑making and cross‑department collaboration, this leader strengthens client loyalty, enhances revenue stability, and supports the evolution of enterprise retention strategies.

The Manager – Enterprise Retention oversees daily operations, performance management, and strategic initiatives within the retention function. This role ensures that team members effectively evaluate client needs, navigate carrier options, and present tailored solutions that balance coverage, price, and long‑term value. The manager drives continuous improvement by refining workflows, monitoring compliance, and identifying opportunities to enhance client engagement.

This position partners closely with senior leadership, training, operations, and carrier relations teams to implement new processes, support pilot programs, and maintain alignment with organizational goals. The manager also plays a key role in workforce planning, talent development, and fostering a culture of accountability, professional growth, and exceptional service.

Job Responsibilities:

-Lead, coach, and develop team members to ensure consistent delivery of high‑-quality retention interactions.
-Oversee daily operations, including queue management, workload distribution, and performance monitoring.
-Ensure team adherence to compliance standards, documentation requirements, and carrier guidelines.
-Support escalated client situations requiring advanced problem‑-solving or negotiation.
-Collaborate with internal partners to refine workflows, enhance training programs, and support new initiatives.
-Drive continuous improvement through process optimization, technology adoption, and feedback loops.
-Monitor and report on key performance indicators, including retention rates, productivity, quality, and client satisfaction.
-Foster a positive, accountable, and growth‑oriented team culture.

Goosehead Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Goosehead Insurance and has not been reviewed or approved by Goosehead Insurance.

  • Pay Growth & Progression — High-income potential for top-producing sales staff is highlighted, with strong commissions available under the right circumstances. Feedback suggests this upside is achievable but typically requires sustained high performance and time to build a book.
  • Retirement Support — A 401(k) with employer matching and a four-year vesting schedule is described as part of the package. Some comments call out the match as a positive feature for long-term savings.
  • Equity Value & Accessibility — Employee stock-purchase opportunities and occasional stock awards are mentioned for certain roles. Feedback suggests these programs can add to total compensation, particularly for corporate employees.

Goosehead Insurance Insights

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The Company
HQ: Dallas, TX
2,120 Employees
Year Founded: 2003

What We Do

Goosehead Insurance is an innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United States. Founded in 2003, the company focuses on providing extraordinary value by offering a broad choice of products and a world-class service experience, representing over 200 insurance companies that underwrite both personal and commercial lines.

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