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Frank Winston Crum Insurance

Frank Winston Crum Insurance

Agency Experience Manager

Full-TimeUpdated on 9/15/2026
No salary listed
Mid
Bachelor's
Clearwater, FL, USA
In Person

About the job

Requirements
  • A Bachelor's degree in Business, Marketing, Insurance, Risk Management, or a related field; or an equivalent combination of education and relevant work experience.
  • A property and casualty license.
  • Three years of experience in account management, agency management, sales, or customer relationship management.
  • Three years of knowledge of workers' compensation insurance, underwriting practices, products, processes, and industry trends.
  • An active and current state-issued driver's license.
Responsibilities
  • Manage a portfolio of assigned agency partners as the primary point of contact and trusted advisor to build strong, long-term business relationships.
  • Develop and execute account plans that drive agency engagement, increase agency production and profitable premium growth, and support profitable growth within the assigned territory.
  • Conduct regular business reviews with agency partners to evaluate performance, identify growth opportunities, and recommend strategies to improve results.
  • Partner with Business Development to ensure a seamless transition of newly appointed agencies and support successful onboarding and activation.
  • Collaborate with underwriting, operations, marketing, claims, and other internal teams to resolve issues, coordinate resources, and deliver an exceptional agency experience.
  • Monitor agency performance, production trends, and market conditions to identify risks, retention opportunities, and areas for business expansion.
  • Educate agency partners on products, underwriting appetite, programs, processes, and sales tools through meetings, presentations, and training sessions.
  • Maintain accurate account records, activity documentation, and pipeline updates within the customer relationship management system while preparing reports, forecasts, and business reviews as required.
  • Address agency concerns proactively, resolve escalated issues, and advocate for solutions that balance agency needs with company objectives.
  • Achieve assigned performance objectives related to agency retention, profitable premium growth, customer satisfaction, agency engagement, and other key performance indicators.

About the company

Frank Winston Crum Insurance

Frank Winston Crum Insurance

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