Agency Success Lead

Montauk Capital • Austin, TX

1d • Onsite

About The Position

Adaptive is looking for an Agency Success Lead who is energized by building relationships, helping others win, and serving as a connective bridge between our appointed agents and our internal team. This is a highly visible role that sits at the heart of our distribution strategy.
You will own the success of Adaptive's appointed agent base — making sure every agent we work with has what they need to write business, feel supported, and grow with us over time. That means being the first voice they hear when they call, and the proactive voice that reaches out before they have to. Equally important, you will bring the agent's perspective inside the building: their questions, their friction points, and their feedback should shape how we operate and what we build. If you love cultivating relationships, solving problems quickly, and turning agent activity into real results, this role is for you.

Requirements

• Relationship-first mentality: you build trust quickly, communicate with warmth and clarity, and know how to make people feel genuinely supported
• Strong communicator: you're comfortable on the phone, confident in writing, and consistent in follow-through
• Organized and accountable: you track commitments, close loops, and don't let things fall through the cracks
• Curious and insight-driven: you listen closely to agents and translate what you hear into meaningful input for the business
• Comfortable with ambiguity: you thrive in an early-stage environment where processes are still being built and no two days look the same
• Prior experience in a customer-facing, account management, or support role preferred — insurance background a plus but not required

Nice To Haves

• Experience in insurance, insurtech, or financial services
• Familiarity with independent agents, brokers, or distribution channels
• Background in customer success, inside sales, or relationship management
• Exposure to an early-stage startup environment

Responsibilities

• Serve as the primary point of contact for Adaptive's appointed agents, building trust-based relationships that keep them engaged, informed, and producing
• Manage a proactive outbound call cadence to check in with agents, share product updates, surface opportunities, and identify and resolve issues before they escalate
• Handle inbound agent calls with urgency and care — answering questions on products, submissions, underwriting, commissions, and processes
• Define success metrics for your agent book and track progress against retention, engagement, and production goals
• Serve as the internal champion for our agents, bringing their outside-in perspectives into product, operations, and leadership conversations
• Synthesize agent feedback into clear, actionable insights that inform how we operate and go to market
• Identify patterns across the agent base that surface opportunities to improve the agent experience or grow production
• Work closely with underwriting, operations, and the partnerships team to resolve agent issues quickly and effectively
• Collaborate on the development of agent-facing materials, communications, and enablement resources that help agents understand and sell our products
• Support go-to-market initiatives as directed by the Head of Growth & Partnerships

Benefits

• Competitive salary and equity: you'll have a real stake in what we're building
• Direct impact: the relationships you build and the insights you bring in will directly shape our products and our growth
• Learning and growth: exposure to all aspects of building a business, from distribution strategy to product development
• Autonomy and ownership: we hire smart people and trust them to do great work
• Additional benefits: 401(k), company-paid health benefits, and PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed