Senior Agency Manager Job Clearwater area,Florida USA,Insurance

Overview

Frank Crum is a Top Workplace!

The Frank Crum Insurance Agency (FCIA) is a local family-owned commercial insurance agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success.

The Role You'll Play to Create Success

We are excited to announce a full-time Agency Manager, Client Sponsored Benefit Plans position filled with many exciting opportunities! In this role, the Agency Manager, (Client-Sponsored Benefits Plans) is responsible for overseeing all carrier and general agency relationships, licensing, and operational processes specific to open market or client-sponsored Health and Welfare Benefit plans where Frank Crum serves as the Agent of Record (AOR).

This role ensures that agency licensure, appointments, and broker commission setups are current and compliant, while driving efficiency in the quote-to-bind process, improving client experience, and optimizing carrier partnerships. This role serves as the escalation point for client-sponsored plan issues, manages benefit deduction accuracy, and supports the delivery of a consistent, high-quality client experience.

Establish and maintain relationships with health carriers and General Agencies (GAs) to support open market quoting and renewal processes.

Manage carrier appointments, contracts, agreements.

Identify preferred carriers based on service performance, speed to quote, and client value.

Serve as the primary point of contact for carrier escalations and service issues related to client-sponsored plans.

Ensure all agency and producer licenses are active and compliant across all applicable states.

Oversee appointment and renewal processes with carriers and GAs.

Maintain documentation for compliance with state and federal regulations regarding insurance agency operations.

Oversee the Benefits Specialists responsible for open market plan deductions, reconciliation, and carrier data accuracy.

Develop, document, and monitor workflows to minimize billing or enrollment errors.

Partner with internal departments (Accounting, Payroll, and Implementation) to ensure seamless data exchange and process consistency.

Lead process optimization initiatives to reduce turnaround time from quote request to delivery.

Collaborate with Account Executives, and Benefits Sales Manager to ensure timely and accurate quotes.

Support carrier renewals and ensure renewal materials are accurate, compliant, and delivered to clients on time.

Train Account Executives and Operations team members on external carrier processes, plan options, and open market best practices.

Develop and lead internal 'Lunch & Learn' sessions and ongoing carrier education series.

Provide feedback and coaching to Benefits Specialists and Account Executives to ensure service excellence and continuous improvement.

Serve as the escalation point for client-sponsored plan issues, including billing, enrollment, and service concerns.

Coordinate with internal teams and carrier partners to resolve complex issues promptly.

Continuously assess client feedback to identify opportunities to improve satisfaction and reduce friction in the client journey.

Attributes We Seek

Keys to success in this position include but not limited to Bachelor’s degree in Business Administration, Insurance, or related field (or equivalent work experience). Active 2-15 Health, Life & Annuities license required, 5+ years of experience in group health insurance, carrier relations, or agency management—preferably within a PEO or MGA environment. Strong understanding of open market (non-master) health plan structures, carrier underwriting processes, and quoting workflows.

Demonstrated success in managing carrier or GA partnerships and ensuring regulatory compliance. Excellent communication, negotiation, and organizational skills. Experience leading small teams or cross-functional project groups preferred. Proficiency with CRM and benefits…


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