AGIA Affinity

Vice President

• Own the end-to-end buildout of the EA+ seminar distribution channel from concept through national scale, including the operating model, market entry strategy, agent economics, and growth trajectory.
• Full accountability for the distribution channel, strategic growth, and revenue results.
• Translate the five-year financial model into quarterly and monthly execution plans with clear milestones, production gates, and go/no-go decision points for market expansion.
• Report directly to the Chief Growth Officer and present regularly to the DOXA leadership team on progress, KPIs, and strategic adjustments.
• Design and execute the agent recruiting strategy: identify, vet, onboard, and activate 1099 independent agents who specialize in seminar-based, face-to-face sales to target audiences.
• Build agent compensation structures that attract top performers, including per-enrollment commissions, bonus tiers, and renewal overrides that reward production and retention.
• Develop comprehensive agent training programs covering the EA+ product, seminar presentation techniques, compliance requirements, CRM usage, and the end-to-end client enrollment process.
• Establish and enforce production gates: agents must meet minimum seminar and enrollment thresholds to remain active.
• Manage performance when necessary.
• Architect the geographic rollout plan: identify and prioritize markets based on demographic density, venue availability, mail response history, and competitive landscape.
• Launch 3–5 pilot markets in Year 1: Each new market follows a proven entry playbook: territory mapping, agent assignment, venue sourcing, mail drop scheduling, and CRM configuration.
• Recruit and develop Market Leaders (Regional Directors) who manage clusters of 8–10 agents in their territory.
• Define market-level success criteria and implement a gate-based expansion framework, new markets open only after existing markets hit production benchmarks.
• Own the client journey: from targeted direct mail through RSVP capture, CRM assignment, agent outreach, seminar execution, on-site close, enrollment follow-up, and lead nurture for unconverted attendees.
• Manage/Support direct mail strategy : data/list sourcing (targeted ZIP codes, targeted demographics), venue booking, and seminar logistics.
• Optimize the sales process continuously using CRM data, close-rate analysis, show-rate tracking, and agent performance metrics to improve conversion at every step.
• Partner with internal teams to build and optimize the CRM environment for event marketing, lead routing, agent pipeline management, and automated follow-up sequences.
• Leverage data and analytics to refine mail targeting, market selection, agent territory assignments, and seminar scheduling for maximum ROI.
• Establish reporting dashboards that provide real-time visibility into agent production, seminar pipeline, revenue generation, and customer retention.
• Build the distribution leadership team from scratch: hire a National Sales Director, Operations Manager, and support staff as the channel scales.
• Create a performance-driven, agent-centric culture where independent agents feel supported, equipped, and motivated to grow their production.
• Serve as the face of the distribution channel to internal stakeholders, carrier partners, and the agent community.
• Champion the model and build belief in the vision.

VP, Head of Agent Distribution

Analyst

• Process surplus lines transactions across all applicable jurisdictions
• Prepare, review, and file surplus lines tax reports on a monthly, quarterly, semi-annual, and annual basis
• Reconcile discrepancies between tax filings, policy documentation, and invoicing records
• Coordinate the timely payment of surplus lines taxes, stamping fees, and related regulatory fees
• Assist in the development, documentation, and continuous improvement of surplus lines tax processes
• Research and interpret state surplus lines statutes, regulations, and legislative updates
• Maintain accurate, organized, and audit-ready filing records and supporting documentation
• Ensure compliance with regulatory guidelines governing non-admitted insurance transactions

Surplus Lines Analyst

Actuary

• Partner directly with underwriting leadership to evaluate and price Aggregate Excess of Loss opportunities
• Assess provider risk arrangements involving Medicare Advantage, Commercial, Medicaid, and other value-based care programs
• Analyze healthcare claims experience, provider performance, and financial risk-sharing structures
• Develop actuarial models and pricing methodologies to support underwriting decisions
• Identify and evaluate emerging opportunities within value-based care markets
• Provide insight into payer-provider relationships, reimbursement structures, risk adjustment, and performance incentives
• Help establish underwriting guidelines and risk selection frameworks for new market opportunities
• Support portfolio management efforts by monitoring trends, profitability, and volatility across the book of business
• Serve as a trusted subject matter expert with carrier partners and internal stakeholders
• Collaborate with leadership on strategic growth initiatives and market expansion opportunities

VP, Head of Agent Distribution

Surplus Lines Analyst

Director, Value Based Care Pricing Actuary