Insurance Growth & Onboarding Specialist

PolicyLift

San Francisco (CA)

Hybrid

USD 120,000 - 180,000

Full time

7 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

PolicyLift is seeking a role that blends onboarding, product input, and ongoing agency success. You will draw on your former independent P&C agent experience to help agencies quote, bind, and renew policies while shaping technology that makes agents more efficient and successful.

The role focuses on getting new agencies live, removing blockers, and delivering agent-centric product improvements. You will collaborate across product, onboarding, and customer success to ensure agencies realize

Qualifications

  • Former independent P&C agent with quoted, bound, serviced and renewed policies.
  • Experience translating agent needs into product/tech enhancements.

Responsibilities

  • Help get new agencies live on PolicyLift platform.
  • Keep agency teams from getting stuck during onboarding.
  • Bring agent perspective to product planning and roadmaps.
  • Assist in ongoing agency success and retention.

Skills

Onboarding
Agency success
Product feedback

Job description

PolicyLift is seeking a role that blends onboarding, product input, and ongoing agency success. You will draw on your former independent P&C agent experience to help agencies quote, bind, and renew policies while shaping technology that makes agents more efficient and successful.

The role focuses on getting new agencies live, removing blockers, and delivering agent-centric product improvements. You will collaborate across product, onboarding, and customer success to ensure agencies realize

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Agency Insurance Growth & Onboarding Specialist
Agency Insurance Growth & Onboarding Specialist

PolicyLift • Tampa (FL)

Hybrid
USD 90,000 - 140,000
Competitive salary and meaningful-equ:
Full health, dental and vision (full‑t
Fast-track to promotion in Product/CS/
+3
Insurance Operations Specialist (Former Agent)
Insurance Operations Specialist (Former Agent)

PolicyLift • San Francisco (CA)

Hybrid
USD 120,000 - 180,000
P&C Insurance Ops & Growth Tech Lead (Equity)
P&C Insurance Ops & Growth Tech Lead (Equity)

PolicyLift • United States

Remote
USD 120,000 - 180,000
Equity
Health insurance
Dental coverage
+1
Insurance Operations Specialist (Former Agent) (Fully Remote)
Insurance Operations Specialist (Former Agent) (Fully Remote)

PolicyLift • United States

Remote
USD 120,000 - 180,000
Equity
Health insurance
Dental coverage
+1
Remote Insurance Agency Growth Specialist
Remote Insurance Agency Growth Specialist

First Connect Insurance Services, LLC • Phoenix (AZ)

Remote
USD 65,000 - 70,000
Multiple medical plans
Employer-covered dental and vision
401(k) retirement plan
+2
Insurance Operations Specialist (Former Agent)
Insurance Operations Specialist (Former Agent)

PolicyLift • Tampa (FL)

Hybrid
USD 90,000 - 140,000
Competitive salary and meaningful-equ:
Full health, dental and vision (full‑t
Fast-track to promotion in Product/CS/
+3
Founding BDR: AI-Driven Growth for Insurance Agencies
Founding BDR: AI-Driven Growth for Insurance Agencies

PolicyLift • Tampa (FL)

On-site
USD 60,000 - 100,000
Uncapped commission
Equity and ownership
Health, dental and vision coverage
+2
Founding Business Development Representative (AE track)
Founding Business Development Representative (AE track)

PolicyLift • Tampa (FL)

On-site
USD 60,000 - 100,000
Uncapped commission
Equity and ownership
Health, dental and vision coverage
+2
Founding Business Development Representative (AE track) - NYC or Tampa, FL
Founding Business Development Representative (AE track) - NYC or Tampa, FL

PolicyLift • Tampa (FL)

On-site
USD 60,000 - 100,000
Uncapped commission with accelerators
Equity ownership
Health, dental and vision coverage
+3
Lead Insurance AI Agent Product Manager
Lead Insurance AI Agent Product Manager

Liberate • San Francisco (CA), Boston (MA)

On-site
USD 178,000 - 241,000