Agency Manager – Green Team
About Goosehead
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members.
Job Summary
The Agency Manager – Green Team is a frontline coaching role responsible for developing newly onboarded independent agency owners into productive, self-sufficient operators. Reporting to the Director of Agency Operations, this individual manages a caseload of agency owner coaching relationships, running regular 1:1 sessions focused on referral partner pipeline development, Salesforce CRM discipline, revenue tracking, and sales process refinement. Success in this role is measured by the speed and consistency with which coached agency owners reach sustainable production.
Principal Duties and Responsibilities
- Conduct recurring 1:1 coaching sessions with a caseload of newly onboarded agency owners, tailoring cadence and focus to each owner’s stage of development.
- Referral Partner (RP) Pipeline Development: Coach owners to identify, prospect, and activate referral partners, and to make direct, explicit asks for exclusive partnerships.
- Salesforce CRM Discipline: Drive consistent CRM hygiene, pipeline and dashboard usage, and accurate opportunity tracking across the caseload.
- Revenue Tracking and Production Math: Review lead volume, bind rate, and policies-per-account with owners to diagnose performance gaps and set data-driven goals.
- Sales Process Refinement: Coach on call reluctance, sales language and assertiveness, and going direct to processors and carriers to remove friction from the sales cycle.
- Carrier Access and Escalation Support: Help owners troubleshoot carrier access and quality-control issues, escalating to the appropriate internal teams when needed.
- Hiring and Onboarding Guidance: Advise agency owners as they evaluate, hire, and onboard their first producers.
- Documentation: Produce session recaps and pre-call planning notes to maintain continuity and accountability across the coaching relationship.
- Performance Monitoring: Track each agency owner’s progress against milestones, flagging at-risk owners to leadership early.
- Cross-Functional Collaboration: Partner with Regional Account Managers and leadership on escalations, compliance matters, and succession planning for high-performing owners.
Experience and Education
- Bachelor’s degree preferred.
- Experience coaching, managing, or directly producing in an insurance agency, sales, or performance-management environment; internal and external candidates will be considered.
- Demonstrated track record of coaching individuals to measurable, sustained performance improvement.
- Familiarity with CRM systems (Salesforce preferred) and comfort working with production data and reporting dashboards.
Required Skills and Abilities
- Strong coaching and relationship-building skills, with the ability to hold people accountable while maintaining trust.
- Analytical mindset; comfortable working through production math and using data to guide coaching conversations.
- Excellent written and verbal communication, including the ability to produce clear, concise recap and planning documentation.
- Ability to manage a large caseload of concurrent coaching relationships without losing individual context.
- Self-directed, organized, and comfortable operating with a high degree of independence.
- Proficiency with CRM tools and reporting/dashboard platforms.
Benefits Summary
- High-quality voluntary health, vision, disability, life, and dental insurance programs.
- Employee Stock Purchase Plan.
- Paid holidays, vacation, and sick leave.
- Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness.
Equal Employment Opportunity:
Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.