Account Manager
Core
Provide hands-on coaching, performance monitoring, and operational support to agency directors, team leaders, and agents to drive recruitment, activation, retention, and business expansion.
Role type
Account Manager (Agency Operations & Development)
Builds
Agency growth, agent development programs, and operational processes
Domain
Financial Services / Insurance
Required skills
Sales management, agency management, recruitment, business operations, analytical reporting, Microsoft Office proficiency, multi-priority management
Preferred skills
Insurance or financial services industry experience
Responsibilities
Provide closer support to team leaders and agents, accelerate agency expansion while improving agent quality and retention, support agent activation and retention initiatives, track agency activity management, conduct coaching and field accompaniment, track production and activity metrics, coordinate agency meetings and events, ensure compliance and process adherence, drive daily, weekly, and monthly activities, gather agent feedback, provide back-end operational support (NB, UW, IT support, market survey)
Seniority
Mid-level, hands-on IC
