Agent Relationship Manager

Americo Financial Life and Annuity • Kansas City, MO

17d • Onsite

About The Position

Ozark is hiring a full-time Agent Relationship Manager to support an assigned group of Ozark National Life captive career agents. The role serves as a relationship-management, internal sales-support, and service-support resource, focused on building strong agent relationships, maintaining engagement, supporting business already in motion, and ensuring continuity of service and client relationships across the field force. It is not a quota-carrying sales role, but contributes to business growth by fostering agent engagement, identifying support opportunities, and helping agents remain productive and connected to the Home Office.

The position is on site at the downtown Kansas City, Missouri office, Monday through Friday from 8:00 AM to 4:30 PM, with occasional travel of approximately 5–10% for in-person meetings and field engagement activities.

Requirements

• Associate’s or bachelor’s degree in business, finance, insurance, communications, or a related field; equivalent insurance industry experience may be considered.
• 2–4 years of experience in insurance or financial services supporting agents, producers, agency operations, account management, or internal sales support.
• Working knowledge of life insurance products.
• Strong relationship-building, customer service, communication, and active-listening skills.
• Ability to establish credibility and maintain effective working relationships with experienced insurance agents.
• Experience using CRM platforms, illustration tools, and administrative systems.
• Strong organizational skills with a high level of accuracy and attention to detail.
• Ability to obtain a life insurance license after hire is required.

Nice To Haves

• Familiarity with mutual fund products and coordinated insurance-and-investment programs.
• Active life insurance license preferred.
• Experience supporting a captive or career-agency insurance distribution model.
• Knowledge of agency operations, contracting, licensing, commissions, and field support functions.
• Experience developing engagement campaigns, communication strategies, or relationship-management programs.

Responsibilities

• Serve as the primary Home Office point of contact for an assigned group of captive career agents and build long-term, trust-based relationships.
• Conduct regular outbound check-ins with assigned agents to maintain engagement and strengthen Home Office connections.
• Monitor agent engagement and production trends and coordinate appropriate support and follow-up opportunities.
• Develop and execute segmentation-based engagement strategies tailored to production activity, tenure, engagement levels, and product mix.
• Create and implement communication plans and targeted outreach campaigns that support agent engagement and business activity.
• Provide prompt and accurate support regarding products, illustrations, case status, commissions, and processing questions.
• Assist agents with case consultation, paperwork preparation, product positioning, and illustration requests.
• Coordinate book transitions, orphan-client assignments, and continuity of service initiatives.
• Partner with underwriting, new business, contracting, licensing, commissions, and operations teams to resolve agent service issues.
• Maintain accurate records of agent interactions, feedback, and ongoing service items within CRM and Home Office systems.
• Prepare and deliver reporting on agent engagement, book health, service trends, and emerging opportunities.
• Identify recurring service challenges and administrative bottlenecks and recommend process improvements.
• Support the implementation of approved operational and service enhancements.
• Travel occasionally (approximately 5–10%) to support in-person meetings and field engagement activities.

Benefits

• Over three weeks of paid time off annually for new hires, with accrual increasing with tenure.
• 11 paid company holidays.
• Maternity and parental leave program.
• Paid short-term and long-term disability.
• PPO and HDHP medical plan options with HSA and FSA eligibility.
• Dental and vision coverage.
• Company-paid life insurance and disability coverage.
• Confidential EAP.
• Wellness program and comprehensive health resources.
• Corporate fitness discounts.
• 401(k) plan with employer matching.
• Tuition reimbursement programs.
• Complimentary paid parking near the office.
• Company events and participation in the Kansas City Corporate Challenge.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree