Enterprise Retention Manager

Goosehead Insurance; Dallas, Fort Worth (TX, TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Disability insurance

Life insurance

Dental insurance

401K matching

Employee stock purchase plan

Paid holidays

Job summary

Goosehead Insurance in Dallas is seeking a Manager – Enterprise Retention to lead a high-performing team focused on preserving client relationships and driving long-term policy retention. You will provide strategic direction, operational oversight, and coaching to ensure compliant, consultative client experiences.

This role partners with senior leadership to implement new processes, support pilots, and align retention initiatives with company goals, HR, and carrier relations.

Qualifications

• Proven ability to lead high performing teams.
• Experience coaching and developing staff.
• Experience designing and executing retention strategies.

Responsibilities

• Lead, coach, and develop team members to ensure high-quality retention interactions.
• Oversee daily operations, including queue management and workload distribution.
• Ensure adherence to compliance standards and documentation requirements.
• Support escalated client situations requiring advanced problem-solving or negotiation.
• Collaborate with internal partners to refine workflows and training programs.
• Drive continuous improvement through process optimization and technology adoption.
• Monitor and report on retention metrics, productivity, quality, and satisfaction.
• Foster a positive, accountable, growth-oriented team culture.

Skills

Leadership

Coaching

Retention strategy

Cross-functional collaboration

Data-driven decisions

Compliance

Job description

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world‑class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members.

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.

Benefits Summary

• High quality voluntary health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave
• Corporate sponsored programs to enhance employee physical, financial, mental, and emotional wellness

Goosehead is an equal‑opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job‑related factors, such as qualifications, experience, performance, and availability.