AGENCY MANAGER JOB DESCRIPTION

Most people have purchased an insurance policy. Few know that a licensed Agency Manager is the reason that policy was sold, serviced, and renewed without incident. When this role is vacant or poorly filled, agency portfolios drift, P&C licensing lapses go unaddressed, and the producer pipeline dries up before a replacement is ever identified. The Agency Manager owns the full operational and commercial health of an assigned agency, managing staffing plans, business development, and regulatory compliance under state licensing requirements. The role reports to a Director of Business Development or equivalent and has direct accountability for sales targets, agent performance, and client retention outcomes.

As the Agency Manager, you direct the day-to-day operations and long-term commercial strategy of an assigned insurance agency, owning producer recruitment, P&L performance, and client retention within a licensed sales environment. You report to a Director of Business Development and work across agents, underwriting, and operations to deliver consistent results against monthly and quarterly revenue plans.

Career Impact: Holding a General Lines or P&C licence while running a full agency portfolio builds the kind of market-facing credibility that advances careers toward Regional Director and VP of Distribution roles in property and casualty insurance.

Business Impact: The agents you recruit, coach, and retain are the direct revenue drivers for the agency channel when the producer pipeline is healthy, renewal rates hold, and new business targets are met.

Growth Opportunity: Managing P&L responsibility at the agency level opens the path to multi-unit oversight, where underwriting relationship management and channel strategy become the dominant skill set.

• Lead agency operations, including staffing, financial planning, and marketing strategy execution to meet monthly sales targets.
• Recruit and maintain a qualified producer pipeline across all roles within the agency to fulfil staffing plans.
• Coach and mentor agents on sales processes, renewal calls, and service model standards to build sustainable performance.
• Develop and execute business plans covering client retention strategies, lead generation, and agency growth objectives.
• Coordinate communication between agents, underwriting, corporate, and operations to resolve service issues promptly.
• Drive client segmentation and sales reporting to support monthly and quarterly goal review cycles.
• Apply licensing requirements and regulatory policies to agency operations to ensure ongoing compliance.
• Monitor P&L performance and analyse sales data and profit metrics to inform operational decisions.

• Bachelor's degree in business administration, finance, or a related field, or equivalent work experience.
• 5 or more years of agency management or sales leadership experience, with demonstrated P&L accountability.
• Active P&C or General Lines licence, or willingness to obtain licensure within 60 days of hire.
• Proven ability to recruit, coach, and retain a producing sales team in a B2B or B2B2C insurance environment.
• Strong working knowledge of insurance products, underwriting guidelines, and regulatory compliance requirements.
• Demonstrated capacity to develop and execute strategic business plans with measurable revenue and retention outcomes.
• Excellent verbal and written communication skills, with the ability to present to agents, clients, and senior leadership.

• Experience managing agency relationships at a state or national level, including multi-market or multi-channel portfolios.
• Established network within the title, property, and casualty, or general lines insurance agency community.
• Familiarity with agency rostering systems, performance reporting tools, or CRM platforms used in insurance distribution.
• Bilingual proficiency in English and Spanish, supporting client engagement across diverse community markets.

• Producer headcount versus staffing plan, measuring recruitment pipeline health at quarter-end.
• Agency revenue versus monthly sales target, tracking new business written and renewals closed.
• Client retention rate across the managed agency portfolio, reflecting service model adherence.
• P&L variance from plan measures how accurately the agency operates within its financial forecast.
• Licensing compliance rate, tracking the percentage of active producers holding current required licences.
• Typical tools: CRM platforms (commonly Salesforce or Agency Zoom); reporting and productivity suites (commonly Microsoft Office 365)

• Base Salary Range: $75,000 to $110,000 annually, depending on market and agency size
• Bonus: Performance-based, typically 10% to 20% of base tied to agency revenue targets
• Equity: Generally not offered at this level; stock options are rare outside publicly traded carriers
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by carrier
• PTO: 15 to 20 days annually, plus standard federal holidays
• Common Perks: Licensing fee reimbursement, continuing education support, mileage or auto allowance

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background check completion, including verification of licensing history and employment records, is a condition of employment for all candidates selected for this role. Work authorization in the United States is required; sponsorship is not available. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations for qualified individuals with disabilities are available upon request throughout the hiring process.

The Agency Manager leads day-to-day operations for the Toronto Danforth Agency, owning a monthly sales plan and executing a business plan that spans financial, operating, staffing, and marketing strategies. Reporting to the Director of Business Development, this role builds centres of influence across communities and drives agency performance across quality, productivity, and financial metrics.

Key Responsibilities

• Develops a quality agency portfolio encompassing finances, operations, recruiting, and marketing strategies for the assigned agency.
• Identifies, develops, and implements best management practices while establishing and promoting growth by building and expanding centres of influence in the communities.
• Drives and delivers optimal agency results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction, and financial performance.
• Recruits and maintains a pipeline of candidates for all roles within the agency to ensure staffing plans are achieved.
• Leads, coaches, motivates, and mentors staff to ensure their ability to reach their full potential.
• Develops, recommends, and implements rigorous and consistent business plans as well as client retention strategies.
• Delivers the brand value proposition to ensure clients experience a high-quality insurance experience.
• Oversees the management of administrative tasks related to day-to-day operations.

Required Qualifications

• Minimum 7 years of management experience, including at least 2 years successfully managing a sales team or business.
• Must hold a General Level Two licence or be willing to obtain one.
• Strong knowledge of insurance products and underwriting guidelines preferred.
• Demonstrated strong coaching, team-building, and interpersonal skills.
• Ability to develop and execute a strategic business plan with strategic vision and strong communication and leadership skills.
• Ability to build strong internal and external relationships, with a demonstrated ability to influence and negotiate.
• Commitment to providing outstanding customer service with strong problem-solving skills.
• Superior time management and organisational skills, with the ability to work independently and as part of a team in a fast-paced environment.

Embedded within the agency's port operations team, the Agency Manager serves as the first point of contact for all client matters, delivering top-quality ship agency services across a busy port environment. Working closely with local ship owners' committees and port authority meetings, this role ensures service tasks are not only met but exceeded, with accurate DA and Final DA account management supporting the agency's operational results.

Core Functions

• Serves as the first point of contact for all matters within the area of responsibility, ensuring the highest level of service delivery.
• Ensures top-quality ship agency service is rendered to all clients and that all services are promptly ordered and confirmed.
• Represents the agency on the local ship owners' committee and port authority meetings.
• Plans time to ensure the highest level of customer service is achieved, and tasks are not only met but exceeded wherever possible.
• Performs DA and Final DA calculations and account management.

Qualifications & Experience

• Holds a degree from a shipping- or maritime-related university.
• Has at least 5–10 years of experience within dry operations, with excellent communication skills.
• Has experience working within a busy and demanding port room environment.
• Proficient in Microsoft Office, including Word and Excel.
• Demonstrates strong multitasking ability, a proactive and professional approach, and flexibility regarding working hours and duties.
• Strong focus on accuracy and attention to detail.
• Ability to communicate effectively both verbally and in writing.

Reporting to senior sales leadership, the Agency Manager shares responsibility for achieving sales, profitability, and partner recruitment objectives across assigned channel partners segmented by geography, channel, or market. Partnering with partner sales resources to sell through partner organizations to end users, this role delivers profitable sales volume growth while recruiting, training, and coaching the sales team to master sales processes.

Primary Duties

• Recruits, trains, coaches, and develops the sales team.
• Develops new business and maximises growth with existing business partners.
• Drives daily sales and coordinates sales agent and broker activities, including meetings, training initiatives, and grassroots events.
• Creates agency campaigns for customer appreciation events and revenue generation, and attends local events to generate leads.
• Ensures the service model is practised daily, including proper payments, renewal calls, cold calls on leads, and claim inquiry referrals.
• Sets monthly and quarterly goals, attends sales training as needed, and develops sales reports as required.
• Analyses monthly financial statements.

Skills & Qualifications

• High School diploma or equivalent.
• Minimum 2 years of channel sales experience in a business-to-business sales environment.
• Employment is contingent upon obtaining a P&C licence within a 60-day period.
• Excellent bilingual communication skills in English and Spanish.
• Ability to execute high-level sales volume and fee generation.
• Demonstrates strong motivation and team-building skills.
• Ability to teach and coach others to exceed sales goals by mastering sales processes.
• Effectively presents information and responds to questions from groups of managers, clients, customers, and the general public.
• Proficient in computer applications.

Sitting at the intersection of marketing strategy and agency governance, the Agency Manager leads worldwide agency relationship programmes, overseeing performance goal-setting, metrics, and reporting across creative, content, production, B2B marketing, and social agencies. Operating across global marketing teams and procurement stakeholders, this role shapes agency evaluation, diversity scorecard reporting, and automation of rostering systems to drive performance alignment at scale.

Duties

• Manages key global agency relationship programmes and governance on behalf of the agency practice team.
• Focuses on top agency relationships across creative, content, production, B2B marketing, and social agencies to drive performance alignment.
• Leads quarterly, mid-year, and end-of-year performance goal-setting, metrics, and reporting for worldwide and key agency relationship programmes.
• Manages programme delivery for the automation and deployment of a new system to assess and manage agency performance.
• Engages with key marketing teams across the globe for agency strategy updates, new agency onboarding, and escalations for preferred supplier list needs.
• Automates agency evaluation and rostering in conjunction with agency teammates, IT, and procurement.
• Leads diversity scorecard and creative cost agency engagement and reporting.

Requirements

• Minimum 8 years of experience in a marketing or traditional agency setting.
• Experience establishing and managing relationships with agencies and marketing teams, communicating in a constructive, action-oriented way.
• Strategic thinker with strong programme and project management skills who understands strategy while managing execution details.
• Results-oriented with demonstrated accountability for managing and delivering outcomes.
• Proficient in collaborative tools, including SharePoint, PowerPoint, and Excel.
• Positive, agile, and resourceful mindset with strong problem-solving ability.
• Fluent in English, written and spoken; additional languages are an asset.

A key member of the Amazon Pay partnerships team, the Agency Manager builds and maintains strong relationships with agencies in France that facilitate merchant integrations and new partner onboarding onto the platform. Collaborating across internal senior management and partner stakeholders, this role owns the agency landscape review process and delivers sustainable merchant growth, contributing to a sizeable share of Amazon's overall expansion.

Functions

• Continuously reviews the agency landscape and proposes approaches to partner with key agencies.
• Builds and maintains strong relationships with key agencies.
• Supports the sales team in achieving monthly sales targets through agency onboardings.
• Represents the voice of merchants and partner stakeholders internally with senior management.
• Reviews and evolves internal processes and tools to drive continuous improvement and successfully scale the business.
• Manages multiple competing priorities and creates a sense of urgency in a fast-paced, dynamic environment.
• Operates in a complex organisation to reach internal agreements on the separation of roles and responsibilities.

Experience & Qualifications

• Undergraduate or master's degree in a technical or business discipline, or equivalent experience.
• Minimum 5 years of partnership and/or sales experience, with a good knowledge of the EU payments industry.
• Experience working in a global, 24/7 support environment, with an owner and entrepreneur mentality.
• Demonstrated ability to identify, pursue, and implement business opportunities from both a strategic and operational perspective.
• Background in payments, fintech, or consumer finance businesses, with relevant experience in B2B2C environments.
• Track record of defining, negotiating, and closing complex relationships.
• Strong analytical and quantitative skills, with the ability to use data and metrics to drive decisions.
• Full fluency in French and strong familiarity with French culture and values.

Sustained client satisfaction and revenue growth across salon and stylist accounts depend on the Agency Manager, who builds client portfolios, manages project deliverables, and develops marketing campaigns for both traditional and digital media. Based within the marketing department at Premier Beauty, the Agency Manager supervises designers, coordinates with internal support teams, and leads direct client engagement to advance both traditional and digital initiatives for each account.

Accountabilities

• Creates and manages a portfolio of client accounts, monitoring ongoing activities related to them.
• Manages, reviews progress on, and delivers all deliverables to salon and stylist partners.
• Conducts meetings with clients and informs them about the current status of their projects.
• Establishes relationships with new clients and nurtures business relationships with existing clients.
• Identifies accounts that can benefit from agency or beyond-beauty programmes and begins building deliverables.
• Monitors the work performance of designers and sets appropriate deadlines for quick turnaround times.
• Meets with clients to establish project scope and budget.
• Develops marketing campaigns for both traditional and digital media.
• Evaluates marketing campaigns for effectiveness and marketplace acceptance.
• Sells multiple programmes simultaneously to clients and segments clients to the best platforms.

Position Requirements

• Bachelor's degree in marketing, business, or a related field.
• Minimum 1 year of marketing agency experience, with at least 2 years in a supervisory role.
• Minimum 1 year in a sales role preferred.
• Proficient with Microsoft Office 365 Suite.
• Excellent communication and proofreading skills, with exceptional analytical skills for analysing client data.
• Strong organisational skills and keen attention to detail, with time management and multitasking skills to handle multiple tasks and clients simultaneously.
• Satisfactory problem-solving skills, with strong customer service and interpersonal skills for dealing with different types of customers and clients.
• Up-to-date understanding of consumer behaviour in the industry.
• Advanced motivational and negotiation skills, with a self-starter and customer-first mentality.
• Flexible schedule with the ability to travel up to 30%.

As the Agency Manager, this role leads and manages a cross-functional agency sales team across Outdoor, Audio, and DAX, delivering sustainable revenue growth across the business unit in close collaboration with the Group Agency Director and Group Trading Manager. The media sales team relies on this work to execute client segmentation, drive weekly revenue targets, and maintain effective agency-facing strategies through rolling forecasting and high-impact client pitches.

Activities

• Implements and supports the cross-disciplined agency-facing strategy in collaboration with the group agency director and group trading manager.
• Develops strong working relationships with trading and partnership managers, and plays a proactive role in cultural and operational transitions.
• Supports the delivery of new department processes, including key internal meetings, management of revenue targets, and development of an OKR-led culture.
• Understands the key challenges and issues customers face and ensures the team provides effective solutions to position the agency as a key partner.
• Drives the client segmentation process for the agency group.
• Delivers exceptional customer service, including three-monthly rolling forecasting and working with key trading heads to ensure delivery of weekly targets.
• Coordinates and leads significant individual client pitches and inspiration sessions, and develops influential relationships across the agency customer group.

Knowledge, Skills & Abilities

• Proven ability to deliver agency revenue targets successfully.
• Strong knowledge of all global platforms, both traditional and digital, including new product launches and initiatives.
• Thorough understanding of key commercial challenges and approaches to overcome them.
• Ability to work and successfully adapt to a fast-paced, ever-changing environment.
• Commitment to sharing unique knowledge and experience with the business unit as part of the wider training and development plan.

Title Agency Manager oversees sales, product development execution, and relationship management for ATG's Agency Channel across the Texas market, serving as the primary contact for agents, underwriting, corporate, and operations stakeholders. The work directly supports statewide business development by establishing lasting agency relationships, managing P&L responsibility, and ensuring regulatory compliance across the full scope of the agency channel.

Operational Focus

• Develops and executes business planning and strategy for the agency channel.
• Establishes agency relationships that provide lasting value for both the customer and the organisation.
• Creates and executes sales plans to drive business development statewide.
• Assesses agent needs and develops responsive internal programmes.
• Coordinates service and communication between agents, underwriting, corporate, and operations.
• Applies policies and procedures to ensure regulatory compliance.
• Manages P&L responsibility for the business unit.

Professional Experience

• Bachelor's degree in business administration or a related field, or equivalent experience.
• Minimum 5 years of experience in the title insurance industry at a state or national level.
• Demonstrated success in establishing, leading, and maintaining effective working relationships at the middle management level.
• Established relationships in the title agency community.
• Excellent verbal and written communication skills.
• Proficient with Microsoft Office platforms.
• Organised, with the ability to manage multiple projects simultaneously and analyse sales data and profit metrics.