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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in shaping and executing profitable growth strategies within the Independent Agent channel, focusing on customer retention, agency performance, and cross-functional leadership. Proven ability to translate multi-year strategies into actionable annual plans while leveraging market insights for competitive advantage.
Highest-signal resume keywords
Leadership Experience In Insurance Product ManagementDirect Experience In Independent Agency ChannelStrong Understanding Of Personal Lines Insurance EconomicsProven Ability To Lead Cross-Functional WorkExceptional Analytical Judgment And Executive Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Strategy DevelopmentPerformance Framework EstablishmentMarket Intelligence AnalysisProduct Pricing DefinitionUnderwriting PrioritizationAgency Performance ManagementSegmentation Insights UtilizationInvestment Trade-Off AnalysisCustomer Lifetime Value StrategyAgency Experience Definition
Soft Skills
People LeadershipCoaching And DevelopmentContinuous Improvement FocusExecutive CommunicationAnalytical Judgment
Industry Keywords
Independent Agent ChannelCarrier-Agency RelationshipsDistribution EconomicsRegulated EnvironmentAgency Appointment PracticesGrowth OpportunitiesRetention StrategiesMulti-Year StrategiesBusiness OutcomesAgency Productivity
About the role
Key responsibilities & impact- Shape and deliver profitable growth in the Independent Agent channel
- Set the channel’s three-to-five-year business and product strategy and translate it into annual priorities and measurable outcomes
- Coordinate execution across State Product Management, Independent Agent Distribution, Research, Pricing, Operations, and Technology
- Define channel appointment criteria, market priorities, agency performance expectations, and tiered agency structures
- Establish performance frameworks covering growth, profitability, retention, and agency productivity
- Define product, pricing, underwriting, and experience priorities
- Own customer retention and lifetime value strategy
- Define the end-to-end agency experience from consideration and appointment through sales, services, renewal, and expansion
- Own and prioritize the RPM business backlog, develop business cases, define requirements and success measures, and make investment trade-offs
- Maintain market and competitive intelligence and convert insights into growth opportunities
- Lead cross-functional execution through integrated operating plans, decision rights, dependencies, milestones, and accountability
- Lead, coach, and develop a high-performing team focused on measurable results and continuous improvement
Requirements
What you’ll need- Leadership experience in insurance product management, pricing, state management, distribution strategy, underwriting, or a closely related business discipline
- Direct experience working in the Independent Agency channel, including familiarity with carrier-agency relationships, agency appointment practices, distribution economics, and the levers that drive profitable growth in the channel
- Demonstrated ownership of profitable growth and business outcomes in a regulated environment
- Experience in building multi-year strategies and translating them into annual plans, metrics, and operating rhythms
- Strong understanding of personal lines insurance economics, including growth, loss performance, pricing, retention, and segmentation
- Ability to use segmentation insights to identify distribution, product, and market opportunities
- Proven ability to lead cross-functional work across business
- Exceptional analytical judgment, executive communication, and people leadership skills
- Must not require new employment authorization sponsorship
Benefits
Comp & perks- Personalized development programs
- Mentorship
- Certification assistance
- Competitive pay
- Benefits
- Flexibility to support well-being and future