Agency Success Manager

San Francisco, California, United States | Full-time | Fully remote


As an Agency Success Manager you will be a liaison between our network’s agencies and our carrier partners, ensuring agencies have a seamless onboarding experience and operational success throughout their journey.


Who you are:

You have experience in the insurance industry, and understand how independent insurance agencies think and operate. You know what it takes for a P&C agency to on-board with a new carrier, and understand carriers’ requirements and processes. You can identify opportunities for growth with carriers and effectively communicate and execute on them. You feel comfortable in a fast paced work environment, dealing with different stakeholders and changing priorities.


Challenges you will work on:

  • Provide guidance and support to independent insurance agencies during their onboarding process to Agentero
  • Contribute to the design and implementation of new initiatives with our carrier partners
  • Become an expert of all our carrier partners and the go-to person for any carrier-related issue
  • Optimize the current business processes to help our Sales teams to achieve their goals
  • Train the Growth team on new carrier policies, tools and process updates
  • Support ongoing compliance operations with agencies
  • Ensure our agency stays compliant with insurance regulations.