Agency Experience Manager

Frank Winston Crum Insurance; Clearwater (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision Insurance

Short Term Disability

Long Term Disability

401(k) Retirement Plan

Paid time off

Education Benefit Program

Job summary

FrankCrum is seeking an Agency Experience Manager to develop, grow, and maintain profitable relationships with assigned agency partners in Clearwater, FL. You will serve as the primary liaison between agents and internal teams, ensuring timely delivery of products and services that meet agency needs.

The role requires strong relationship management, business acumen, and proactive problem solving to deliver exceptional agency experience.

Qualifications

• Bachelor's degree in Business, Marketing, Insurance, Risk Management or equivalent experience.
• Active Property & Casualty license is required.
• 3 years in account/agency management or sales preferred.
• Knowledge of workers’ compensation insurance and underwriting practices ideal.

Responsibilities

• Manage a portfolio of agency partners and serve as main contact and trusted advisor.
• Develop and execute plans to boost agency engagement and profitable premium growth.
• Conduct regular business reviews with agencies and identify growth opportunities.
• Collaborate with internal teams to ensure onboarding and activation of agencies.
• Monitor performance and market trends to identify risks and expansion opportunities.
• Educate partners on products, processes, and sales tools via meetings and training.
• Maintain CRM records, prepare reports and forecasts.

Skills

Account management

Agency management

Relationship building

Education

Bachelor's degree in Business/Marketing/Insurance/Risk Management

Property and casualty license

Tools

CRM (Salesforce)

Job description

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-siteAgency Experience Manager!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 Experience Manager 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.

• Manages a portfolio of assigned agency partners, serving as the primary point of contact and trusted advisor to build strong, long-term business relationships.
• Develops and execute account plans that drive agency engagement, increase agency production and profitable premium growth, and support profitable growth within the assigned territory.
• Conducts regular business reviews with agency partners to evaluate performance, identify growth opportunities, and recommend strategies to improve results.
• Partners with Business Development to ensure a seamless transition of newly appointed agencies and support successful onboarding and activation.
• Collaborates with underwriting, operations, marketing, claims, and other internal teams to resolve issues, coordinate resources, and deliver an exceptional agency experience.
• Monitors agency performance, production trends, and market conditions to identify risks, retention opportunities, and areas for business expansion.
• Educates agency partners on products, underwriting appetite, programs, processes, and sales tools through meetings, presentations, and training sessions.
• Maintains accurate account records, activity documentation, and pipeline updates within the CRM while preparing reports, forecasts, and business reviews as required.
• Addresses agency concerns proactively, resolve escalated issues, and advocate for solutions that balance agency needs with company objectives.
• 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.
• Property and casualty license.
• Three (3) years of experience in account management, agency management, sales, or customer relationship management.
• Three (3) years 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

• Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
• 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!

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.