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Franchise Placement, Production Manager
We InsureFranchise Placement & Production Manager supporting franchise agents in insurance quoting and placement strategy. Overseeing Quote Buddy and Concierge Quoting workflows to enhance production and agent performance.
About the role
Key responsibilities & impact- Support franchise agents with live quoting and placement strategy across personal lines products
- Review risks and recommend the best carrier and coverage approach based on appetite and market fit
- Assist agents with complex and hard-to-place risks, providing creative solutions to keep opportunities moving
- Ensure quotes are accurate, complete, and structured to maximize bind potential
- Help agents move opportunities through the pipeline from quote to close with speed and confidence
- Own and manage the Quote Buddy program end-to-end, serving as the primary point of contact for agents seeking quoting support
- Manage the full Concierge Quoting workflow, including intake, assignment, and follow-through
- Route out-of-state business appropriately based on licensing and carrier access
- Troubleshoot and optimize quoting and workflow configurations across core platforms
- Act as a day-to-day carrier resource for agents, providing guidance on appetite, submission strategy, and escalation support
- Provide coaching to franchise agents on quoting strategy, carrier placement, and system usage
Requirements
What you’ll need- High school diploma or GED
- Preferred: Bachelor's degree in Business, Finance, Risk Management, or a related field
- Preferred: Active Property & Casualty (P&C) license
- Required: 5+ years of hands-on experience in personal lines insurance within an agency or brokerage environment
- Preferred: Experience supporting franchise operations or a network-based agency model
- Preferred: Demonstrated proficiency with Applied Epic, InsuredMine, QuoteRush, and/or EZLynx
- Preferred: Experience with carrier relations, placement strategy, or production program management
Benefits
Comp & perks- Medical, Dental, Vision, Life, Pet; Flexible Spending Account
- Competitive Salaries
- 401K Match
- Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
- Short and Long-Term Disability
- Employee Support Programs, Including Mental Health
- Tuition Reimbursement
- Matching Charitable Gift Program
- Lucrative Referral Program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
personal lines insurancequoting strategycarrier placementrisk managementworkflow optimizationpipeline managementcoverage analysissubmission strategytroubleshooting
Soft Skills
coachingcommunicationproblem-solvingcreativityconfidencespeedguidance
Certifications
Property & Casualty (P&C) license