A bachelor's degree in Business, Marketing, Insurance, Risk Management, or a related field, or an equivalent combination of education and relevant work experience.
At least 1 year of experience in account management, agency management, sales, or customer relationship management.
At least 1 year of knowledge of workers' compensation insurance, underwriting practices, products, processes, and industry trends.
An active and current state-issued driver's license.
Responsibilities
Support Business Development Managers as a day-to-day resource for assigned agency partners, assisting with service needs, questions, requests, and follow-ups.
Coordinate with underwriting, operations, billing, claims, and other internal teams to resolve agency service issues efficiently and advance requests toward resolution.
Support new business development by assisting Business Development Managers and agency partners with submissions, product questions, appetite guidance, quoting resources, follow-up, and related activities to advance opportunities toward submission and bind.
Maintain regular communication with assigned agencies, respond to questions, identify concerns, and ensure timely follow-up and support.
Track agency production, submissions, quotes, binds, hit ratios, premium, retention, and other key metrics.
Analyze agency activity and performance to identify trends, opportunities, inactive producers, underperforming accounts, and potential areas for increased production or engagement.
Prepare reports, summaries, dashboards, and other actionable agency intelligence to support agency planning, sales activity, and relationship management.
Maintain accurate CRM and agency records, documenting activities, service requests, opportunities, agency contacts, follow-up, and other relevant information.
Educate and assist agency partners with product offerings, underwriting appetite, portal functionality, submission requirements, service processes, and available sales resources.
Achieve assigned performance objectives related to agency retention, profitable premium growth, customer satisfaction, agency engagement, and other key performance indicators.
FrankCrum is a Top Workplace! Frank Winston Crum Insurance (FWCI) issues Workers' Compensation and General Liability policies by offering flexible coverage and payment options to meet the varied needs of businesses. Over the years, FWCI has grown from a single-state insurance carrier to one that is licensed in over 40 states and continues to expand. In addition to regional and product line growth, FWCI has enhanced its value-added services. What has not changed though is the firm's commitment - echoed throughout the family of companies - "always to do the right things for the right reasons!"
The Role You'll Play to Create Success We are excited to announce our search for a full-time on-site Agency Relationship Representative! In this role, you will contributes to the mission of FrankCrum by developing, growing, and maintaining profitable relationships with assigned agency partners. This role serves as the primary liaison between agency partners and internal cross-functional teams, ensuring the timely and successful delivery of products, services, and solutions that meet agency needs. The Agency Relationship Representative builds trusted advisor relationships with agents, identifies opportunities to expand agency engagement and production, and collaborates closely with the Business Development team to support agency growth, retention, and long-term success. This role requires strong relationship management, business acumen, proactive problem solving, and a commitment to delivering exceptional agency experience.
Supports Business Development Managers by serving as a key day-to-day resource for assigned agency partners, assisting with service needs, questions, requests, and follow-ups to ensure a positive agency experience.
Assists agency partners with service-related needs by coordinating with underwriting, operations, billing, claims, and other internal teams to help resolve issues efficiently and keep requests moving toward resolution.
Supports new business development by assisting Business Development Managers and agency partners with submissions, product questions, appetite guidance, quoting resources, follow-up and other activities to help move opportunities toward submission and bind.
Helps manage the agency relationship by maintaining regular communication with assigned agencies, responding to questions, identifying concerns, and ensuring agencies receive timely follow-up and support.
Develops and maintains agency data by tracking production, submissions, quotes, binds, hit ratios, premium, retention, and other key agency metrics to help Business Development Managers understand performance and identify opportunities.
Analyzes agency activity and performance to identify trends, opportunities, inactive producers, underperforming accounts, and potential areas for increased production or engagement.
Provides Business Development Managers with actionable agency intelligence by preparing reports, summaries, dashboards, and other information that supports agency planning, sales activity and relationship management.
Maintains accurate CRM and agency records by documenting activities, service requests, opportunities, agency contacts, follow-up and other relevant information.
Educates and assists agency partners with product offerings, underwriting appetite, portal functionality, submissions requirements, service processes, and available sales resources to make it easier for agencies to do business with FWCI.
Achieves assigned performance objectives related to agency retention, profitable premium growth, customer satisfaction, agency engagement, and other key performance indicators.
The Attributes We Seek
Bachelor’s degree in Business, Marketing, Insurance, Risk Management, or a related field; or an equivalent combination of education and relevant work experience.
1 year of experience in account management, agency management, sales, or customer relationship management.
1 year of knowledge of workers’ compensation insurance, underwriting practices, products, processes, and industry trends.
Possess an active and current state issued driver’s license.
Our Competitive Benefits Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:
Health Insurance is just twenty-five dollars per month for employee only coverage and a very low cost for family levels.
Dental and Vision Insurance
Short Term Disability and Term Life Insurance at no cost to the employee
Long Term Disability and Voluntary Term Life Insurance
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
Flexible Spending Accounts for Medical and Dependent Care Reimbursement
Health Savings Account funded by FrankCrum
Paid time off and holiday pay
Education Benefit Program at the IRS Maximum allowance
PTO cash out
Tickets at Work
Alero Financial and its robust credit union benefits program
Employee and client referral bonus programs
Disaster Relief Fund for employees
What's Special About FrankCrum FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs approximately 500 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic! If you want to play this role to positively impact our client's day-to-day business, then apply now!
FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. #LI-GH1