Agency Experience Manager
The Role
You'll Play to Create Success
We are excited to announce our search for a full-time on-site Agency Experience Manager!
This role contributes to the mission of FrankCrum by developing, growing, and maintaining profitable relationships with assigned agency partners.
This role serves as the primary liaison between agency partners and internal cross-functional teams, ensuring the timely and successful delivery of products, services, and solutions that meet agency needs.
- Develops and executes account plans that drive agency engagement, increase agency production and profitable premium growth, and support profitable growth within the assigned territory.
- Conducts regular business reviews with agency partners to evaluate performance, identify growth opportunities, and recommend strategies to improve results.
- Partners with Business Development to ensure a seamless transition of newly appointed agencies and support successful onboarding and activation.
- Collaborates with underwriting, operations, marketing, claims, and other internal teams to resolve issues, coordinate resources, and deliver an exceptional agency experience.
- Maintains accurate account records, activity documentation, and pipeline updates within the CRM while preparing reports, forecasts, and business reviews as required.
- Addresses agency concerns proactively, resolves escalated issues, and advocates for solutions that balance agency needs with company objectives.
- Achieves assigned performance objectives related to agency retention, profitable premium growth, customer satisfaction, agency engagement, and other key performance indicators.
Attributes We Seek
- Bachelor’s degree in Business, Marketing, Insurance, Risk Management, or a related field; or an equivalent combination of education and relevant work experience.
- Property and casualty license.
- Three (3) years of experience in account management, agency management, sales, or customer relationship management.
- Three (3) years of knowledge of workers’ compensation insurance, underwriting practices, products, processes, and industry trends.
- Possess an active and current state issued driver’s license.
Benefits
Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:
- Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
- Dental and Vision Insurance
- Short Term Disability and Term Life Insurance at no cost to the employee
- Long Term Disability and Voluntary Term Life Insurance
- Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
- 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
- Flexible Spending Accounts for Medical and Dependent Care Reimbursement
- Health Savings Account funded by FrankCrum
- Paid time off and holiday pay
- Education Benefit Program at the IRS Maximum allowance
- PTO cash out
- Tickets at Work
- Alero Financial and its robust credit union benefits program
- Employee and client referral bonus programs
- Disaster Relief Fund for employees
About the Role
FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida.
This "family of employer solutions" employs approximately 500 people who serve over 4,000 clients throughout the United States.
FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family.
By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices.
The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties.
Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row!
FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic!