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Account Retention Manager at GTE Financial - ApplyBlast

Account Retention Manager

GTE Financial

4 months ago

3.5 on Glassdoor

Tampa, FL

Hybrid

Full Time

Senior

1 applicant

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About this role

GTE Financial is seeking an Account Retention Manager to serve as the primary point of contact for assigned external client accounts. The role focuses on identifying retention risks, implementing strategic marketing and upsell strategies, and ensuring comprehensive coverage reviews. Candidates will also manage data gathering, conduct audits, and maintain accurate documentation within agency management systems.

Responsibilities

Serve as primary point of contact for assigned client book of business
Identify retention risks and implement proactive marketing strategies
Analyze client portfolios to uncover cross-sell and upsell opportunities
Review client profiles and recommend missing lines of business coverage
Maintain accurate documentation in agency management systems

Skills

Qualifications

BS DegreeActive P&C Insurance License

About GTE Financial

gtefinancial.org

Headquarters

Tampa, Florida, United States

Company Size

501-1000 employees

Founded

1935

View Profile

GTE Financial is one of the largest locally owned and operated financial institutions in the nation. Convenient locations and free ATMs. Tampa Credit Union offering savings, checking, credit cards, auto loans, home loans, personal loans, and more.