Agency Performance & Operations Lead – Hybrid

Indiana Farm Bureau Insurance; Indianapolis (IN); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Ultipro in Indianapolis, IN, is seeking an Independent Agency Operations & Performance Manager to oversee agency action items, drive operational efficiency, and coordinate with the commissions and contract teams. The role emphasizes accountability, timely resolutions, and data-driven performance reviews.

You will manage debit balances, produce monthly performance reports, and collaborate with contracting, legal, and compliance to support distribution priorities. Hybrid work arrangement available.

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

Project management

Communication

Time management

Organization

Independent work

Email marketing platforms

Education

Bachelor’s degree or equivalent work experience

Job description

Ultipro in Indianapolis, IN, is seeking an Independent Agency Operations & Performance Manager to oversee agency action items, drive operational efficiency, and coordinate with the commissions and contract teams. The role emphasizes accountability, timely resolutions, and data-driven performance reviews.

You will manage debit balances, produce monthly performance reports, and collaborate with contracting, legal, and compliance to support distribution priorities. Hybrid work arrangement available.