Manager – Retention (Insurance Brokerage)

Role Overview

Key Responsibilities

• Maintain strong client relationships to ensure satisfaction and renewals.
• Manage renewal communications, handle escalations, and confirm renewals.
• Organize clients by policy type and renewal date for efficient follow-up.
• Attend client meetings independently or with the Head of Department.
• Conduct daily team huddles to review priorities and performance.
• Motivate and guide the team, fostering accountability and collaboration.
• Coordinate with internal departments for smooth renewal processing.
• Ensure accuracy and compliance in all client documentation.
• Review Compliance and Aging Reports regularly.
• Enforce adherence to audit, data privacy, and regulatory standards.
• Oversee end-to-end renewal process and assist with claims-related queries.
• Verify underwriting and renewal documentation.
• Draft professional client communications and renewal proposals.
• Prepare monthly performance and renewal reports.
• Drive continuous improvement initiatives across the team.
• Ensure timely completion of renewals and prevent operational delays.
• Support client engagement across multiple business lines.
• Foster a calm, solution-oriented team culture.
• Achieve set retention and audit compliance targets

Requirements

• Bachelor’s degree in Business, Finance, Insurance, or related discipline.
• FIII or AIII certification (mandatory).
• 8+ years of experience in insurance or client servicing.
• Strong leadership, communication, and MS Office skills.
• Proven experience in Commercial Lines – Underwriting & Retention.