Agency Experience Manager

Frank Winston Crum Insurance•Clearwater, FL

23h•Onsite

About The Position

We are excited to announce our search for a full-time on-site Agency Experience Manager! In this role, you will contributes to the mission of FrankCrum by developing, growing, and maintaining profitable relationships with assigned agency partners. This role serves as the primary liaison between agency partners and internal cross-functional teams, ensuring the timely and successful delivery of products, services, and solutions that meet agency needs. The Agency Experience Manager builds trusted advisor relationships with agents, identifies opportunities to expand agency engagement and production, and collaborates closely with the Business Development team to support agency growth, retention, and long-term success. This role requires strong relationship management, business acumen, proactive problem solving, and a commitment to delivering exceptional agency experience.

Requirements

Bachelor’s degree in Business, Marketing, Insurance, Risk Management, or a related field; or an equivalent combination of education and relevant work experience.
Property and casualty license.
Three (3) years of experience in account management, agency management, sales, or customer relationship management.
Three (3) years of knowledge of workers’ compensation insurance, underwriting practices, products, processes, and industry trends.
Possess an active and current state issued driver’s license.

Responsibilities

Manages a portfolio of assigned agency partners, serving as the primary point of contact and trusted advisor to build strong, long-term business relationships.
Develops and execute account plans that drive agency engagement, increase agency production and profitable premium growth, and support profitable growth within the assigned territory.
Conducts regular business reviews with agency partners to evaluate performance, identify growth opportunities, and recommend strategies to improve results.
Partners with Business Development to ensure a seamless transition of newly appointed agencies and support successful onboarding and activation.
Collaborates with underwriting, operations, marketing, claims, and other internal teams to resolve issues, coordinate resources, and deliver an exceptional agency experience.
Monitors agency performance, production trends, and market conditions to identify risks, retention opportunities, and areas for business expansion.
Educates agency partners on products, underwriting appetite, programs, processes, and sales tools through meetings, presentations, and training sessions.
Maintains accurate account records, activity documentation, and pipeline updates within the CRM while preparing reports, forecasts, and business reviews as required.
Addresses agency concerns proactively, resolve escalated issues, and advocate for solutions that balance agency needs with company objectives.
Achieves assigned performance objectives related to agency retention, profitable premium growth, customer satisfaction, agency engagement, and other key performance indicators.

Benefits

Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
Dental and Vision Insurance
Short Term Disability and Term Life Insurance at no cost to the employee
Long Term Disability and Voluntary Term Life Insurance
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
Flexible Spending Accounts for Medical and Dependent Care Reimbursement
Health Savings Account funded by FrankCrum
Paid time off and holiday pay
Education Benefit Program at the IRS Maximum allowance
PTO cash out
Tickets at Work
Alero Financial and its robust credit union benefits program
Employee and client referral bonus programs
Disaster Relief Fund for employees