Senior Agency Success Manager

Branch is on a mission to make insurance less expensive, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.

But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself.

Branch has a preference for candidates in Ohio, but is open to candidates located in AL, AZ, CT, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS. MO, NE, NV, NJ, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, and WI. 

Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers.

About the Senior Agency Success Manager role:

Our Independent Agency Management team is working to make Branch Insurance easily accessible for people who prefer a relationship with an independent insurance agent. This team is focused on three main aspects to build and strengthen relationships with Independent Agents: Business Development, Agency Experience, and Operations. Business Development focuses on finding Independent Agents and cultivating meaningful relationships and partnerships with each one. Agency Experience is dedicated to creating a Branch-like experience for our Independent Agent Partners. Operations analyzes our business and builds processes to reach ultimate efficiency as we scale.

Branch’s Agency Success Manager will be responsible for building and growing Branch’s independent agency connections and maintaining relationships.

Key Responsibilities:

• Owns and manages assigned territory, including prospecting, onboarding, training, compensation, and engagement of independent agencies.

• Independently cultivates mutually beneficial agency partnerships in a remote/digital work environment to align with territory goals.

• Responsible for driving new business quote activity and new business production.

• Hold agencies accountable for building a quality book of business with Branch, including managing the production, profitability, and relationships with assigned agencies.

• Assist in building and continually revising the playbook for successful agencies.

• Provide agency training on systems, products, processes, and best practices for agent and digital integration.

• Work effectively with Marketing, Sales, Operations, Product, and Insurance team members to support the agencies and identify trends to guide success.

• Assist in managing data collection, analysis, and reporting. 

• Proactively identify production and profitability opportunities.

• Back up the Agency Support team handling front-line producer issues from the agencies.

• Be the face of Branch to our agency partners.  Know them, meet them where they are, be attentive to their needs, and do what’s necessary to help them successfully sell Branch in their agencies.

Skills, Knowledge, and Expertise

• Property & Casualty Insurance experience required

• Territory Management experience preferred

• Deep and broad account management experience

• Advanced ability to multi-task within Google products, remote collaboration tools, and agency quote/bind platforms

• Ability to speak to the API integration capabilities and handle first-level implementation questions

• 3-5 years of Sales and Marketing experience; not limited to Property & Casualty experience

• You are passionate about taking ownership, solving problems, and getting results.

• You have analytical skills that allow you to instinctively want to know what the data tells you about a problem you’re trying to solve.  

• You have a bias towards action and can handle spinning multiple plates simultaneously.

• You’re tech-savvy, detail-oriented, and flexible.

• You are curious, and thoughtful, can quickly see the forest through the trees, and can think through and address various problems in parallel.

• You love connecting with people and have a solid track record of strong relationships.

Why join us at Branch? 

We’re all about getting back to getting each other’s back—that means Branchers, too. So we provide benefits that let you work and live to your fullest.

• Above-market salary—Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.

• Pay equity and transparency—Our pay isn’t just above market, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs. 

• Remote-first (with perks)—Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office. 

• Flexible YouTime—We don’t just let you control your own time off.  We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation. 

• Employee stock options—You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow. 

• Medical, vision, dental—Get all the coverage you need for a healthy, happy life. 

• 401k and contribution matching—Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month. 

What to expect

In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us):

• Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch  job posting found on another site, please check the listings here to verify.

• If you're selected to move onto the next phase of the hiring process, a member of our Branch talent team will reach out to you directly from the email domain @ourbranch.com to guide you through our process.

• The process will include a number of interviews, which will all happen either over the phone or on video calls. 

• We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information.

Equal Employment Opportunity Employer 

At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity employer – All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.