Independent Agency Operations & Performance Manager

Primary Responsibilities:

• Oversees the management of agency action items to ensure timely and effective resolution.


• Serves as a central point of coordination to ensure operational efficiency and agent accountability.


• Oversees the management of agency action items to ensure timely and effective resolution along with recommendations and follow-up.


• Monitors and manages debit balances for agents to ensure timely repayment and resolution and coordinates with Commissions team.


• Generates and reviews monthly reports on agency performance, including production, persistency, and placement metrics and provides appropriate follow-up.


• Coordinate triage efforts in production, persistency, placement and compliance issues.


• Analyzes lack of production reviews and appeals across internal team with appropriate follow up to agent, agency, and national marketing organizations.


• Partners with Contracting, Commissions, Legal, Compliance and Agent Action Committee to support distribution priorities and agent quality.


• Serves as a central point of coordination to ensure operational efficiency and agent accountability.

Knowledge and Requirements:

• Bachelor’s degree or equivalent work experience.


• 3-5 years experience in agency distribution.


• Prefer 2 years of managerial experience.


• Excellent oral, written, and listening communication skills.


• Strong project and time management skills.


• Ability to multi-task along with excellent organizational skills to prioritize work/projects to meet guidelines.


• Proactive, reliable, and accountable self-starter with the ability to work independently without direct supervision.


• Strong computer skills with experience in working with email marketing platforms.

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