Remote Agency Success Manager

LeadSwami, Inc.; San Marcos (CA); Remote; USD 120,000 - 240,000; Full time

Benefits offered by this job

Fully remote

Job summary

LeadSwami, a remote-first insurtech platform, is hiring an Agency Success Manager to help insurance agencies grow their lead spend efficiently. You’ll work directly with agents to onboard them, set them up on LeadSwami, and drive ongoing engagement using data to improve results.

Ideal candidates have insurance industry exposure, strong account management, and the ability to discuss CPL, close rates, and vendor mix with agency owners without a script.

Qualifications

• Experience in insurance agencies or related carrier/vendor roles.
• Ability to discuss CPL, close rates, and vendor mix with agency owners.
• Strong account management and outbound onboarding skills.

Responsibilities

• Work directly with agents to grow and optimize their lead spend.
• Onboard new agencies and set them up on LeadSwami platform.
• Drive engagement so agencies use data to make smarter buying decisions weekly.
• Be the primary contact when something in lead flow looks off and resolve issues.
• Help agents grow and stay with LeadSwami through a healthy book of accounts.

Skills

Insurance industry knowledge

Agency management

CPL understanding

Close rates

Vendor mix

Communication

Zoom

Tools

Zoom

Job description

LeadSwami, a remote-first insurtech platform, is hiring an Agency Success Manager to help insurance agencies grow their lead spend efficiently. You’ll work directly with agents to onboard them, set them up on LeadSwami, and drive ongoing engagement using data to improve results.

Ideal candidates have insurance industry exposure, strong account management, and the ability to discuss CPL, close rates, and vendor mix with agency owners without a script.