Agency Services Manager (Insurance)

Orion180 Insurance Services LLC; Melbourne (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Paid holidays

PTO

Job summary

Orion180 Insurance Services LLC in Melbourne, FL is seeking an Agency Services Manager to lead a growing service team supporting Independent Agents and Strategic Partnerships. You will drive onboarding, process design, and service excellence while coordinating with Sales, Underwriting, and Product teams.

Ideal candidates have 5+ years in insurance operations and proven leadership with a focus on analytics, data integrity, and scalable processes.

Qualifications

• 5+ years in insurance, agency support, or related function with leadership experience.
• Education aligns with business, communications, operations, or related field.
• Proven ability to lead teams and manage priorities.

Responsibilities

• Lead and develop the Agency Services team, including performance management and onboarding.
• Oversee shared services supporting Independent Agents and Strategic Partnerships.
• Ensure timely onboarding, training, and handoffs for agency partners.
• Manage day-to-day service operations, including intake workflows and SLAs.
• Design and improve onboarding and service processes with cross-functional partners.
• Define service metrics and monitor performance to improve turnaround times.
• Maintain data integrity in MY180 and CRM systems for clear visibility.
• Create and update training resources for internal and external partners.
• Collaborate with Sales, Territory Managers, Operations, and others to resolve issues.
• Serve as escalation point for complex agency matters with clear communication.

Skills

Insurance industry experience

Agency support experience

People leadership

Operational leadership

Problem-solving

Analytics & reporting

Proactive mindset

Education

High school diploma or equivalent

Bachelor’s degree in business/communications/operations

Tools

MY180

CRM software

Job description

Agency Services Manager (Insurance)

Orion180 Insurance Services LLC Melbourne, Florida, United States

About this position

At Orion180, we don’t just stand out for what we do; we shine because of how we do it. Our mission is to deliver an exceptional insurance experience through innovative technology, unparalleled customer service, and a comprehensive suite of products. Our vision is to be the premier global provider of insurance solutions and redefine the insurance industry.

O rion180 is proud to call three vibrant cities home. Our headquarters on Florida’s stunning Space Coast in Melbourne offers an exceptional quality of life, with affordable housing, excellent transportation, and close proximity to major cities like Orlando, Tampa, and Miami. Our Irving, Texas, office places us in a dynamic center of culture, business, and entertainment, keeping us closely connected to innovation and growth. Our Draper, Utah, location, nestled in the heart of the Salt Lake Valley, connects us to a rapidly growing tech ecosystem and provides access to the outdoor lifestyle and natural beauty the region is known for.

Join Our Team as an Agency Service Manager!

Are you ready to lead a high-impact service team in the insurance industry? We’re looking for an Agency Services Manager to oversee and scale our Agency Services function as a shared-services team supporting both Independent Agents and Strategic Partnerships. This role is responsible for building the team, formalizing processes, driving service excellence, and ensuring agency onboarding and ongoing support are delivered with speed, consistency, and a best-in-class experience.

WHAT YOU’LL DO:

• Team Leadership and Development: Lead, coach, and develop the Agency Services team, including performance management, goal setting, hiring, onboarding, and workforce planning as the team grows from its current size to a larger scaled support function.
• Shared Services Oversight: Manage Agency Services as a shared-services model supporting both Independent Agents and Strategic Partnerships, ensuring clear prioritization, balanced workload distribution, and consistent service levels across channels.
• Agency Onboarding Excellence: Oversee the onboarding experience for new agency partners, ensuring all required documentation, system access, training, and handoffs are completed accurately and efficiently.
• Service Operations Management: Establish and manage day-to-day service operations, including intake workflows, case ownership, resolution standards, escalation paths, and service-level expectations.
• Process Design and Improvement: Identify opportunities to improve onboarding and ongoing service processes, document standard operating procedures, and partner cross-functionally to implement scalable solutions.
• Quality Assurance and Metrics: Define key service metrics, monitor team performance, audit work quality, and use data to improve turnaround times, accuracy, and overall agency experience.
• Systems and Data Integrity: Ensure effective use of MY180, CRM, and related systems to maintain accurate agency records, track service interactions, and provide visibility into team performance and service trends.
• Training and Enablement: Create, maintain, and enhance training resources and support materials for both internal team members and agency partners to improve adoption and self-sufficiency.
• Cross-Functional Collaboration: Partner closely with Sales, Territory Managers, Strategic Partnerships, Operations, Underwriting, Product, and other internal teams to resolve issues and improve end-to-end service delivery.
• Escalation Management: Serve as the primary point of escalation for complex agency issues, ensuring timely resolution and clear communication with stakeholders.

WHAT WE’RE LOOKING FOR:

• Experience: 5+ years of experience in insurance, agency support, service operations, sales support, or a related function, including prior people leadership or strong informal leadership experience.
• Education: High school diploma or equivalent required; Bachelor’s degree in business, communications, operations, or a related field preferred.
• Leadership Capability: Demonstrated ability to build and lead teams, manage priorities, drive accountability, and create a positive, high-performance team culture.
• Operational Leadership: Strong ability to organize, scale, and improve service workflows in a fast-paced environment.
• Problem-Solving: Strong judgment and issue-resolution skills with the ability to navigate complex service matters and competing priorities.
• Analytics and Reporting: Ability to track service metrics, identify trends, and use data to drive decisions and performance improvements.
• Proactive and Self-Motivated: Takes initiative, anticipates needs, and drives improvements without waiting for direction.

WHAT’S IN IT FOR YOU:

Join Our Team & Make an Impact! At Orion180, we don’t just meet expectations, we exceed them.

• Dynamic Environment : On-site role with a fast-paced and collaborative team culture. Results-driven office where your contributions make a real impact.
• Compensation: Competitive base pay and performance bonuses.
• Career Growth: Mentorship, growth tracks, and professional development.
• Benefits: Medical, dental, vision, 401k, paid holidays, PTO and more!

While performing general duties for this position, the employee is regularly required to sit, stand, and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, comprehending, and reading; being able to lift light objects (<25 lbs); and using standard office equipment such as computers, printers, and phones. In addition, there is an occasional need to bend, twist, or squat down to open/close cabinets and reach for files or other standard office-type objects.

The office environment is fast-paced and collaborative. An employee must be willing and able to work their regularly assigned work schedule onsite, and in times of need, be able to work an extended schedule depending on company or departmental needs, project requirements, or customer demands.

Orion180 is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Reasonable accommodations are available for qualified individuals with disabilities during the application process. Applicants who need accommodations may call [phone] to request assistance.