Agency Success Manager

Описание вакансии

Overview: 

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. The Agency Success Manager (ASM) is a highly motivated insurance professional with a proven ability to grow revenue, build lasting producer relationships, and navigate a dynamic sales environment. You’ll manage a portfolio of assigned producers, serving as a trusted partner who helps them expand their business and deepen their loyalty to SageSure. 

This role combines regular producer engagement, periodic in-person field travel, and select tradeshow participation. You’ll collaborate across Sales, Marketing, and GTM teams to execute onboarding, enablement, and retention strategies - while providing market insights to influence our regional plans 

What you’d be doing:  

• Manage a defined portfolio of producers, focusing on emerging and high-potential agencies.

• Build strong, consistent engagement through phone, video, email, and in-person visits.

• Achieve assigned growth goals by engaging producers in sales conversations, uncovering opportunities, and addressing challenges.

• Deliver a compelling value proposition for SageSure’s niche offerings in a conversational, persuasive manner.

• Provide credible field intel on market trends, producer challenges, and competitive activity to inform state and regional strategy.

• Collaborate with Marketing, Sales Managers, and GTM leads to execute campaigns, onboard new producers, and strengthen agency retention.

• Create and adapt call scripts, engagement emails, and video messaging to drive producer action.

• Participate in tradeshows and industry events as directed by regional leadership.

• Track and report on sales and marketing campaign outcomes.

• Partner with cross-functional teams to resolve producer issues, address production gaps, and maintain a positive agency experience.

We’re looking for someone who has: 

• 3–5 years in field sales, marketing, account management, or relationship support - preferably in personal lines P&C insurance (sales, service, underwriting, or agency).

• P/C License or Professional Designation (CIC, CPCU, ARM, or other similar designation)

• Strong business acumen with the ability to plan, prioritize, and manage multiple deadlines independently.

• Account management experience in both virtual and in-person settings.

• Exceptional verbal and written communication skills, with confidence in influencing outcomes.

• Proficiency in Microsoft Excel, Word, and PowerPoint; ability to quickly learn reporting tools such as Domo.

• Experience using Salesforce CRM or similar platforms.

• A mindset of urgency, initiative, adaptability, and continuous learning.

Highly preferred candidates also have: 

• Experience delivering training, mentoring peers, or supporting new hire onboarding.

• Background in collaborating across multiple functions to achieve shared goals.

About SageSure:

Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of inforce premium and helps protect more than 970,000 policyholders.

 We have more than 1,000 employees in a distributed workforce environment across 12 offices—Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the industry’s toughest challenges.

SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.

Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.

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