Retention Account Manager (Insurance)

Location: Rochester, NY; hybrid work with three days per week in the office

Salary: $60,000–$75,000 USD annual base salary, plus potential annual performance-based incentives

Company

hirify.global is a technology-led provider of small business insurance offering customized coverage and digital customer experiences across the United States.

What you will do

• Manage a premier commercial Property & Casualty book of business and achieve retention and revenue targets.
• Conduct strategic renewal reviews, assess underwriting exposures, and present tailored coverage solutions.
• Handle complex policy modifications, re-shopping requests, cancellations, rewrites, non-renewals, and major endorsements.
• Identify cross-sell, account consolidation, and referral opportunities using carrier underwriting guidelines.
• Maintain relationships with carriers, payroll bureaus, state funds, and alternative markets.
• Improve service workflows and maintain expertise in insurance products, market trends, and regulatory changes.

Requirements

• Property & Casualty Insurance License required.
• 1–2 years of account management experience, preferably across commercial insurance lines.
• Bachelor’s degree in Business, Finance, Insurance, or Management.
• Excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment.
• Ability and willingness to learn multiple systems, including Epic and Salesforce.
• Self-motivation, adaptability, process orientation, and interest in process improvement.

Nice to have

• Experience with EPIC, Zendesk, Salesforce, or similar applications.
• Experience in the insurance industry or a customer contact center.

Culture & Benefits

• Flexible paid time off and parental leave.
• Partially subsidized medical coverage and fully subsidized vision and dental options.
• Life insurance, disability insurance, and a 401(k) plan.
• Annual performance-based incentive eligibility.
• Inclusive workplace focused on teamwork, equal opportunity, and respectful collaboration.

Hiring process

• Interviews are generally conducted via Zoom video conference unless accommodations are requested.