Carrier Relations Specialist

Who We Are.

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.

As both a franchise platform and direct insurance provider, We Insure empowers like‑minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.

What sets us apart? We’re data‑driven for better value and people‑led for better service. Our purpose is rooted in clarity, guidance, and long‑term trust helping individuals and business owners make informed choices about their insurance coverage. We’re building something meaningful and looking for purpose‑driven individuals to help lead the way.

We Insure is seeking a Carrier Relations Specialist to play a critical role in supporting our agents by managing carrier appointments, resolving complex issues, and driving strategic initiatives that enhance carrier relationships. This role requires strong independent decision‑making, critical thinking, and a proactive, solutions‑oriented mindset.

The Carrier Relations Specialist will work closely with and provide direct support to the Carrier Relations leadership team, while also continuing to coach and mentor the Carrier Processing Specialists on best practices, issue resolution, and internal processes. This individual will serve as a subject matter expert and escalation point, helping ensure consistent service and agent satisfaction.

Location: Austin, TX (Hybrid)

• Make independent decisions regarding carrier access, onboarding needs, issue escalation, and operational improvements
• Coordinate and manage carrier appointments and subcodes across various lines and states
• Serve as a key point of contact for agents needing help with portal access, commission concerns, underwriting challenges, and quoting systems
• Support the Carrier Relations Training Manager in the planning and delivery of agent‑facing carrier trainings, drop‑in sessions, and resource development
• Collaborate with the Carrier Relations Supervisor to align on priorities, resolve high‑level concerns, and drive efficiency
• Continue to coach and mentor the Carrier Processing Specialists, offering guidance, reviewing work for accuracy, and supporting professional development
• Conduct quarterly carrier access reviews with agents and recommend improvements to strengthen market access and performance
• Manage 1
  
  Password updates to ensure secure, accurate carrier login credentials and access info are maintained
• Lead and support special projects such as franchise book rolls, onboarding transitions, and subcode management
• Work with internal stakeholders (Legal, Compliance, Onboarding) to ensure carrier documentation is complete, accurate, and compliant
• Maintain detailed records and documentation to support reporting and collaboration

• 3+ years of experience in carrier relations, agency operations, or a related field within property & casualty insurance
• Demonstrated ability to coach others, make independent decisions, and manage priorities in a remote, fast‑paced environment
• In‑depth knowledge of carrier appointment processes, agency workflows, and insurance operations
• Excellent communication, troubleshooting, and relationship‑building skills
• Proficient in Microsoft Excel (VLOOKUP, Pivot Tables), with experience in EPIC and Power BI preferred
• Experience with insurance licensing, contract review, or compliance processes is a plus
• Self‑starter who is comfortable working independently and collaboratively

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.