Agency Automation Specialist - P&C Insurance

Job Title & Location

Agency Automation Specialist (P&C Insurance) – Charleston, WV (hybrid or remote within authorized U.S. states)

$69,152.00 – $ annually + bonus + benefits.

The Agency Automation Specialist owns Encova’s agency automation strategy, driving the design, implementation, and continuous improvement of agency connectivity and workflow integration solutions. The role translates market trends and agency needs into actionable initiatives that improve ease of doing business, increase submission flow, and support profitable growth.

• Own and evolve Encova’s agency automation roadmap, aligning capabilities with distribution strategy and market competitiveness.
• Translate industry trends and agency feedback into clear priorities and investment recommendations.
• Serve as subject‑matter expert on agency technology ecosystems; influence enterprise decisions on automation capabilities, vendor partnerships, and integration priorities.
• Lead end‑to‑end implementation and optimization of agency automation capabilities with agencies, AMS providers, and connectivity vendors.
• Execute and oversee key capabilities including download setup, validation, comparative rater and bridging integrations, AMS connectivity, and book‑roll readiness.
• Design and continuously improve a scalable onboarding and enablement strategy that drives adoption of automation capabilities.
• Develop and maintain high‑impact agency‑facing and internal resources (best practices, training, job aids, communication materials).
• Partner with agent‑facing teams to embed automation into agency engagement and growth strategies.
• Identify and reduce friction points across onboarding, integration, and ongoing agency workflows.
• Establish and monitor automation KPIs and success metrics, linking adoption to business outcomes.
• Analyze automation utilization, agency performance, and workflow gaps to drive data‑informed improvements and prioritization.
• Conduct ongoing needs assessments to identify capability gaps, adoption barriers, and optimization opportunities.
• Build and manage relationships with key technology and connectivity partners to ensure performance and innovation.
• Represent Encova in industry forums, user groups, and vendor engagements to influence future capabilities.
• Lead troubleshooting and root‑cause analysis for agency interface issues, ensuring timely resolution and long‑term fixes.
• Identify and prioritize enhancement opportunities that improve agency workflows and system performance.
• Participate in strategic initiatives that enhance agency experience and distribution effectiveness.

• Bachelor’s degree strongly preferred.
• Minimum five years of relevant experience in agency automation, agency distribution, carrier operations, or agency technology ecosystems.
• Proven ability to define strategy and deliver execution, balancing long‑term vision with hands‑on implementation.
• Strong understanding of independent agency workflows and technology ecosystems, including management systems and connectivity models.
• Excellent communication and influencing skills; ability to engage effectively with agencies, leadership, and cross‑functional teams.
• Strong project management and prioritization skills across multiple initiatives.
• Analytical mindset with ability to turn data into actionable insights.
• Proficiency in Microsoft Office tools.

• Deep expertise in download and connectivity ecosystems (e.g., IVANS) and comparative rater solutions.
• Experience supporting book rolls, conversions, or large‑scale agency onboarding initiatives.
• Experience working with or managing agency technology vendors and partnerships.
• Experience driving automation adoption, workflow integration, or technology‑enabled process improvement.

• Some overnight travel required.
• Hybrid schedule with preference for proximity to Charleston, WV; remote work allowed within authorized states.

• Health, Dental & Vision insurance
• Company‑provided life and income protection plans
• Eligibility for company incentive bonus program
• 401(k) retirement plan – 100% company match up to 7% of salary
• Paid Time Off, Paid Holidays, and Floating…