Customer Relationship Manager

Apogee Insurance Group
—a Berkshire Hathaway wholesale brokerage—provides national Property and Casualty solutions across commercial, professional, management, and specialty lines. Our broad market access, product expertise, and responsive service enable us to deliver fast, tailored insurance solutions. Licensed nationwide, we offer admitted and E&S quotes from over 200 carrier partners. With office locations in the Greater Philadelphia area, Chicago, and Mission Viejo, we serve independent retail agencies with truly national reach and local support.

Our Associate Agency Representatives serve as strategic relationship partners to independent retail insurance agencies, focusing on long‑term collaboration and supporting customers in accessing Apogee’s property and casualty quote solutions. Rather than cold calling or transactional selling, the role centers on working with warm leads and established agency relationships. Representatives take a consultative approach—understanding each customer’s goals, coordinating with internal underwriting and service teams, and guiding customers through the submission and placement process.

Through phone outreach, virtual meetings, and in‑person interactions, Associate Agency Representatives share the full Apogee product to story to help customers identify opportunities, strengthen workflows, and deliver high‑quality business outcomes.

• Build strong, long‑term partnerships within your assigned territory.
• Communicate Apogee’s value—specialization, accessibility, and responsive support.
• Hold meaningful conversations to understand agency goals and identify opportunities.
• Generate new business through proactive outreach, follow‑up, and relevant market insights.

• Serve as a knowledgeable advisor throughout the submission and underwriting process.
• Manage submission flow and premium activity to meet performance goals.
• Expand Apogee’s presence within agency networks and industry groups.
• Strengthen relationships through participation in local networking and industry events.

• Use CRM and account management tools and Microsoft Office to maintain accurate agency records.
• Demonstrate strong time management, organization, and follow‑through across a dynamic territory.
• Collaborate cross‑functionally to enhance the client experience and support agency success.

• Bachelor’s degree is preferred
• P&C License (must obtain within first 90 days of employment)
• Energetic, goal‑oriented, results‑driven, methodical, accountable, and has a positive attitude

• 1-3 years of hands‑on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply!
• Prior insurance product knowledge and insurance education – a plus!

• Base salary and benefits package plus year end performance‑based bonuses
• Receive compensation for training and continuing education while you learn the business
• Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
• Free lunch provided daily (from when working within the office)
• Full gym on site (from when working within the office)
• Company phone & Surface laptop provided

At Apogee, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.