Manager - Agency Green Team

Goosehead Insurance • Westlake, OH

2d • Remote

About The Position

The Agency Manager – Green Team is a frontline coaching role responsible for developing newly onboarded independent agency owners into productive, self-sufficient operators. Reporting to the Director of Agency Operations, this individual manages a caseload of agency owner coaching relationships, running regular 1:1 sessions focused on referral partner pipeline development, Salesforce CRM discipline, revenue tracking, and sales process refinement. Success in this role is measured by the speed and consistency with which coached agency owners reach sustainable production.

Requirements

• Experience coaching, managing, or directly producing in an insurance agency, sales, or performance-management environment; internal and external candidates will be considered.
• Demonstrated track record of coaching individuals to measurable, sustained performance improvement.
• Familiarity with CRM systems (Salesforce preferred) and comfort working with production data and reporting dashboards.
• Strong coaching and relationship-building skills, with the ability to hold people accountable while maintaining trust.
• Analytical mindset; comfortable working through production math and using data to guide coaching conversations.
• Excellent written and verbal communication, including the ability to produce clear, concise recap and planning documentation.
• Ability to manage a large caseload of concurrent coaching relationships without losing individual context.
• Self-directed, organized, and comfortable operating with a high degree of independence.
• Proficiency with CRM tools and reporting/dashboard platforms.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Conduct recurring 1:1 coaching sessions with a caseload of newly onboarded agency owners, tailoring cadence and focus to each owner’s stage of development.
• Coach owners to identify, prospect, and activate referral partners, and to make direct, explicit asks for exclusive partnerships.
• Drive consistent CRM hygiene, pipeline and dashboard usage, and accurate opportunity tracking across the caseload.
• Review lead volume, bind rate, and policies-per-account with owners to diagnose performance gaps and set data-driven goals.
• Coach on call reluctance, sales language and assertiveness, and going direct to processors and carriers to remove friction from the sales cycle.
• Help owners troubleshoot carrier access and quality-control issues, escalating to the appropriate internal teams when needed.
• Advise agency owners as they evaluate, hire, and onboard their first producers.
• Produce session recaps and pre-call planning notes to maintain continuity and accountability across the coaching relationship.
• Track each agency owner’s progress against milestones, flagging at-risk owners to leadership early.
• Partner with Regional Account Managers and leadership on escalations, compliance matters, and succession planning for high-performing owners.

Benefits

• High-quality voluntary health, vision, disability, life, and dental insurance programs.
• 401K Matching Plan.
• Employee Stock Purchase Plan.
• Paid holidays, vacation, and sick leave.
• Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager