Agency Services Representative
Department:
Agency Experience
Typical Tenure for this Role:
3-5 years
Promotion to this role is subject to availability.
Role Overview
Role Description
The Agency Services Representative serves as the primary liaison for our Agency Services group, representing a broad portfolio of programs including the Service Center and Remarketing. This role is highly collaborative, requiring seamless coordination with Field Marketing, the Service Center, and Sales Operations. As an advocate for Agency Services, the representative is responsible for supporting agent onboarding, driving program adoption, and ensuring partner retention. By gathering frontline insights and competitive intelligence, they provide the critical feedback necessary to inform and evolve our overarching business strategies.
Key Skills & Competencies
The focus for this role is on sales aptitude, relationship management, and data-driven persuasion:
Relationship & Influence:
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Agency Advocacy: Ability to build strong relationships across all levels of an agency, from staff to principals.
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Value-Based Retention: Uses data and performance metrics to ensure agents understand the value of our services, directly supporting program retention.
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Negotiation & Coaching: Skilled in negotiating terms of partnership and coaching agents on how to best utilize our tools and programs.
Sales & Strategic Aptitude:
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Sales Mastery: Demonstrates a strong sales aptitude to drive program adoption and "sell" the benefits of the Agency Services suite.
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Independent Execution: A self-starter capable of managing a territory or agency list with minimal daily supervision.
Collaboration & Knowledge:
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Cross-Functional Communication: Effectively partners with internal peers in Sales Ops and the Service Center to resolve agent issues and streamline onboarding.
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Competitive Intelligence: Identifies and communicates market trends and competitor moves back to leadership.
KPIs
Success is measured by the growth and stability of the agency partnership network:
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Retention & Growth: Measured by Service Center agency retention rates and the number of new agencies onboarded.
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Program Success: Specifically tracking the Remarketing Program conversion rates within their assigned agencies.
KPI's
Role Development
Learning and Development
The following trainings/certifications are required for this role:
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Sales Training
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In-depth Product Knowledge
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Core Process Understanding
The following trainings/certifications are an advantage in this role:
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P&C License
Guidelines for Promotion into this Role
Advancement into this role is merit-based for candidates who demonstrate:
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Agency-Facing Experience: Proven success in roles that require direct interaction with independent agents.
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Sales Acumen: A documented ability to influence partner behavior and drive program results.
Beyond this Role
Common Next Roles
Territory Sales Manager
Similar Roles
Coming soon!