IT Operations Engineer

We Insure, LLC.•Austin, TX

About The Position

We Insure is seeking an experienced, hands-on quoting and placement expert to join our team as a Franchise Placement & Production Manager. This is a production-focused role not an administrative one. The right candidate is a seasoned personal lines insurance professional who brings deep carrier knowledge, sharp quoting instincts, and a genuine passion for helping franchise owners write and place more business. You'll serve as a trusted daily resource for franchise agents, actively driving production results across the network through strategic guidance, carrier expertise, and hands-on execution. Uniquely positioned at the intersection of franchise production and Carrier Relations, this role bridges the gap between what agents need on the ground and the carrier strategy that powers the network. You'll own key production program including Quote Buddy, Concierge Quoting, and out-of-state referral workflows while partnering closely with our Carrier Relations team to ensure agents are fully equipped to utilize appointments, navigate underwriting, and convert opportunities into bound business. If you're energized by solving complex placement challenges, coaching agents to higher performance, and making a measurable impact at scale, this is the role for you.

Requirements

High school diploma or GED
Bachelor's degree in Business, Finance, Risk Management, or a related field
Active Property & Casualty (P&C) license
5+ years of hands-on experience in personal lines insurance within an agency or brokerage environment
Strong, hands-on experience with Applied Epic, InsuredMine, QuoteRush, and EZLynx; comfort working across multiple carrier portals
Proven ability to quote and place personal lines products including homeowners, auto, and umbrella
Deep knowledge of carrier appetite, underwriting guidelines, and placement strategy across personal lines markets
Ability to manage multiple priorities simultaneously in a fast-paced, production-driven environment
Strong problem-solving skills with sharp attention to detail and a focus on execution
Clear and effective communicator — able to coach agents, collaborate with carrier partners, and surface field insights to leadership

Nice To Haves

Experience supporting franchise operations or a network-based agency model
Demonstrated proficiency with Applied Epic, InsuredMine, QuoteRush, and/or EZLynx
Experience with carrier relations, placement strategy, or production program management

Responsibilities

Production & Placement Support: franchise agents with live quoting and placement strategy across personal lines products
Review risks and recommend the best carrier and coverage approach based on appetite and market fit
Assist agents with complex and hard-to-place risks, providing creative solutions to keep opportunities moving
Ensure quotes are accurate, complete, and structured to maximize bind potential
Help agents move opportunities through the pipeline from quote to close with with speed and confidence
Program Ownership: Quote Buddy Program: Own and manage the Quote Buddy program end-to-end, serving as the primary point of contact for agents seeking quoting support
Ensure fast turnaround and high-quality quoting support on every request
Drive consistency and continuous improvement in program performance
Concierge Quoting Workflow: Manage the full Concierge Quoting workflow, including intake, assignment, and follow-through
Ensure clean, complete handoffs back to agents for binding with minimal friction
Out-of-State Referral Coordination: Route out-of-state business appropriately based on licensing and carrier access
Ensure no opportunities are lost due to access or licensing gaps
Track and improve referral conversion through consistent process management
Systems & Workflow Execution: Troubleshoot and optimize quoting and workflow configurations across core platforms: Applied Epic (AMS), InsuredMine (CRM & pipeline), QuoteRush, EZLynx, and carrier portals
Identify and resolve gaps in agent quoting setups quickly to minimize production disruption
Ensure accurate pipeline tracking and clean data flow across all systems
Serve as a subject matter expert on system capabilities and quoting best practices
Carrier Support & Market Intelligence: Act as a day-to-day carrier resource for agents, providing guidance on appetite, submission strategy, and escalation support
Partner with the Carrier Relations team to align on carrier appetite, growth strategy, and access issues
Surface trends from the field — including underwriting shifts, pricing changes, and patterns in declines — to inform broader carrier strategy
Support carrier rollout and onboarding execution to ensure agents can effectively quote and bind with new appointments
Carrier Meeting Participation: Attend select carrier meetings and training sessions to stay current on market developments
Capture key takeaways and translate them into clear, actionable guidance for franchise agents
Provide feedback from the field on quoting challenges, carrier usability, and appetite clarity
Support follow-through to ensure agents adopt new information and translate it into production impact
Agent Support & Enablement: Provide one-on-one coaching to franchise agents on quoting strategy, carrier placement, and system usage
Support new franchise onboarding with hands-on quoting guidance to set agents up for early success
Reinforce best practices with existing franchises to improve bind rates and optimize carrier mix

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