Franchise Placement & Production Manager

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 an experienced, hands‑on quoting and placement expert to join our team as a Franchise Placement & Production Manager. This is a production‑focused role — not an administrative one. The right candidate is a seasoned personal lines insurance professional who brings deep carrier knowledge, sharp quoting instincts, and a genuine passion for helping franchise owners write and place more business.

You'll serve as a trusted daily resource for franchise agents, actively driving production results across the network through strategic guidance, carrier expertise, and hands‑on execution.

Uniquely positioned at the intersection of franchise production and Carrier Relations, this role bridges the gap between what agents need on the ground and the carrier strategy that powers the network. You'll own key production programs — including Quote Buddy, Concierge Quoting, and out‑of‑state referral workflows — while partnering closely with our Carrier Relations team to ensure agents are fully equipped to utilize appointments, navigate underwriting, and convert opportunities into bound business.

If you're energized by solving complex placement challenges, coaching agents to higher performance, and making a measurable impact at scale, this is the role for you.

• Support franchise agents with live quoting and placement strategy across personal lines products
• Review risks and recommend the best carrier and coverage approach based on appetite and market fit
• Assist agents with complex and hard‑to‑place risks, providing creative solutions to keep opportunities moving
• Ensure quotes are accurate, complete, and structured to maximize bind potential
• Help agents move opportunities through the pipeline from quote to close with speed and confidence

• Own and manage the Quote Buddy program end‑to‑end, serving as the primary point of contact for agents seeking quoting support
• Ensure fast turnaround and high‑quality quoting support on every request
• Drive consistency and continuous improvement in program performance

• Manage the full Concierge Quoting workflow, including intake, assignment, and follow‑through
• Ensure clean, complete handoffs back to agents for binding with minimal friction

• Route out‑of‑state business appropriately based on licensing and carrier access
• Ensure no opportunities are lost due to access or licensing gaps
• Track and improve referral conversion through consistent process management

• Troubleshoot and optimize quoting and workflow configurations across core platforms:
  Applied Epic (AMS), Insured Mine (CRM & pipeline), Quote Rush, EZLynx, and carrier portals
• Identify and resolve gaps in agent quoting setups quickly to minimize production disruption
• Ensure accurate pipeline tracking and clean data flow across all systems
• Serve as a subject matter expert on system capabilities and quoting best practices

• Act as a day‑to‑day carrier resource for agents, providing guidance on appetite, submission strategy, and escalation support
• Partner with the…