Agency Success Lead

About the role

Adaptive Insurance is seeking an Agency Success Lead to serve as the primary liaison between its appointed agents and internal teams. You will ensure agents have the resources, support, and information they need to write business, stay engaged, and grow with the company.

Key responsibilities

• Act as the main point of contact for all appointed agents, building trust‑based relationships.
• Maintain a proactive outbound call cadence to share product updates, surface opportunities, and resolve issues before they escalate.
• Handle inbound agent inquiries promptly, covering product details, submissions, underwriting, commissions, and processes.
• Define and track success metrics for the agent book, monitoring retention, engagement, and production goals.
• Champion the agent voice internally, translating feedback into actionable insights for product, operations, and leadership.
• Collaborate with underwriting, operations, and partnerships teams to resolve issues quickly.
• Help develop agent‑facing materials, communications, and enablement resources.
• Support go‑to‑market initiatives as directed by the Head of Growth & Partnerships.

Required profile

• Relationship‑first mindset with a passion for building and nurturing partnerships.
• Strong problem‑solving abilities and a proactive approach to issue resolution.
• Excellent communication skills, both verbal and written.
• Ability to synthesize feedback into clear, actionable recommendations.
• Comfort working cross‑functionally in a fast‑moving environment.

Required skills