Carrier Relations Specialist

We Insure•Austin, TX

4d•Hybrid

About The Position

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision. As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results. What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way. We Insure is seeking a Carrier Relations Specialist to play a critical role in supporting our agents by managing carrier appointments, resolving complex issues, and driving strategic initiatives that enhance carrier relationships. This role requires strong independent decision making, critical thinking, and a proactive, solutions oriented mindset. The Carrier Relations Specialist will work closely with and provide direct support to the Carrier Relations leadership team , while also continuing to coach and mentor the Carrier Processing Specialists on best practices, issue resolution, and internal processes. This individual will serve as a subject matter expert and escalation point, helping ensure consistent service and agent satisfaction.

Requirements

3+ years of experience in carrier relations, agency operations, or a related field within property & casualty insurance
Demonstrated ability to coach others, make independent decisions, and manage priorities in a remote, fast-paced environment
In-depth knowledge of carrier appointment processes, agency workflows, and insurance operations
Excellent communication, troubleshooting, and relationship-building skills
Proficient in Microsoft Excel (VLOOKUP, Pivot Tables)
Self-starter who is comfortable working independently and collaboratively

Nice To Haves

Experience in EPIC and Power BI preferred
Experience with insurance licensing, contract review, or compliance processes is a plus

Responsibilities

Make independent decisions regarding carrier access, onboarding needs, issue escalation, and operational improvements
Coordinate and manage carrier appointments and subcodes across various lines and states
Serve as a key point of contact for agents needing help with portal access, commission concerns, underwriting challenges, and quoting systems
Support the Carrier Relations Training Manager in the planning and delivery of agent-facing carrier trainings, drop-in sessions, and resource development
Collaborate with the Carrier Relations Supervisor to align on priorities, resolve high-level concerns, and drive efficiency
Continue to coach and mentor the Carrier Processing Specialists, offering guidance, reviewing work for accuracy, and supporting professional development
Conduct quarterly carrier access reviews with agents and recommend improvements to strengthen market access and performance
Manage 1Password updates to ensure secure, accurate carrier login credentials and access info are maintained
Lead and support special projects such as franchise book rolls, onboarding transitions, and subcode management
Work with internal stakeholders (Legal, Compliance, Onboarding) to ensure carrier documentation is complete, accurate , and compliant
Maintain detailed records and documentation to support reporting and collaboration

Benefits

Medical, Dental, Vision, Life, Pet
Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program