Agency Success Manager

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. The Agency Success Manager (ASM) is a highly motivated insurance professional with a proven ability to grow revenue, build lasting producer relationships, and navigate a dynamic sales environment. You’ll manage a portfolio of assigned producers, serving as a trusted partner who helps them expand their business and deepen their loyalty to Sage Sure.

This role combines regular producer engagement, periodic in-person field travel, and select tradeshow participation. You’ll collaborate across Sales, Marketing, and GTM teams to execute onboarding, enablement, and retention strategies – while providing market insights to influence our regional plans.

• Manage a defined portfolio of producers, focusing on emerging and high‑potential agencies.
• Build strong, consistent engagement through phone, video, email, and in‑person visits.
• Achieve assigned growth goals by engaging producers in sales conversations, uncovering opportunities, and addressing challenges.
• Deliver a compelling value proposition for Sage Sure’s niche offerings in a conversational, persuasive manner.
• Provide credible field intel on market trends, producer challenges, and competitive activity to inform state and regional strategy.
• Collaborate with Marketing, Sales Managers, and GTM leads to execute campaigns, onboard new producers, and strengthen agency retention.
• Create and adapt call scripts, engagement emails, and video messaging to drive producer action.
• Participate in trade shows and industry events as directed by regional leadership.
• Track and report on sales and marketing campaign outcomes.
• Partner with cross‑functional teams to resolve producer issues, address production gaps, and maintain a positive agency experience.

• 3–5 years in field sales, marketing, account management, or relationship support – preferably in personal lines P&C insurance.
• P/C License or Professional Designation (CIC, CPCU, ARM, or other similar designation).
• Strong business acumen with the ability to plan, prioritize, and manage multiple deadlines independently.
• Account management experience in both virtual and in‑person settings.
• Exceptional verbal and written communication skills, with confidence in influencing outcomes.
• Proficiency in Microsoft Excel, Word, and PowerPoint; ability to quickly learn reporting tools such as Domo.
• Experience using Salesforce CRM or similar platforms.
• A mindset of urgency, initiative, adaptability, and continuous learning.

• Experience delivering training, mentoring peers, or supporting new hire onboarding.
• Background in collaborating across multiple functions to achieve shared goals.

Sage Sure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.

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