Agency Operations & Performance Lead

Indiana Farm Bureau Insurance; Indianapolis (IN); On-site; USD 60,000 - 85,000; Full time

Job summary

Indiana Farm Bureau Insurance is seeking a detail‑driven professional to oversee agency action items and coordinate cross‑functional efforts to improve efficiency and accountability. The role includes monitoring agent debit balances and preparing monthly performance reports across production and placement metrics.

The position emphasizes collaboration with Contracting, Commissions, Legal, and Compliance teams to support distribution priorities and maintain high standards of agent quality.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3-5 years experience in agency distribution.
• Prefer 2 years of managerial experience.
• Excellent oral, written, and listening communication skills.
• Strong project and time management skills.
• Ability to multi-task along with excellent organizational skills to prioritize work/projects to meet guidelines.
• Proactive, reliable, and accountable self-starter with the ability to work independently without direct supervision.
• Strong computer skills with experience in working with email marketing platforms.

Responsibilities

• Oversees the management of agency action items to ensure timely and effective resolution.
• Serves as a central point of coordination to ensure operational efficiency and agent accountability.
• Oversees the management of agency action items to ensure timely and effective resolution along with recommendations and follow-up.
• Monitors and manages debit balances for agents to ensure timely repayment and resolution and coordinates with Commissions team.
• Generates and reviews monthly reports on agency performance, including production, persistency, and placement metrics and provides appropriate follow-up.
• Coordinate triage efforts in production, persistency, placement and compliance issues.
• Analyzes lack of production reviews and appeals across internal team with appropriate follow up to agent, agency, and national marketing organizations.
• Partners with Contracting, Commissions, Legal, Compliance and Agent Action Committee to support distribution priorities and agent quality.
• Serves as a central point of coordination to ensure operational efficiency and agent accountability.

Skills

Communication

Project management

Time management

Organizational skills

Independent work

Email marketing platforms

Education

Bachelor's degree

Job description

Indiana Farm Bureau Insurance is seeking a detail‑driven professional to oversee agency action items and coordinate cross‑functional efforts to improve efficiency and accountability. The role includes monitoring agent debit balances and preparing monthly performance reports across production and placement metrics.

The position emphasizes collaboration with Contracting, Commissions, Legal, and Compliance teams to support distribution priorities and maintain high standards of agent quality.