[Remote] Agency Growth Coach
Note: The job is a remote job and is open to candidates in USA. ICA Insurance Education is a leading Master Agency within the SIAA network, seeking a highly collaborative Agency Growth Coach to support the growth of independent member agencies across Colorado and portions of California. The role involves serving as a strategic advisor and mentor to agency owners, helping them transition to independent agency ownership and develop growth strategies in Commercial Lines.
Responsibilities
- Serve as the primary growth advisor for assigned member agencies (ISMs) throughout the territory
- Facilitate onboarding and implementation for all new member agencies, with a particular focus on startup and scratch agencies
- Coach agencies on strategies to increase Personal & Commercial Lines production, profitability, operational efficiency, and long-term agency value
- Help agencies transition from producer or captive environments into independent agency ownership and growth models
- Conduct regular coaching sessions focused on growth planning, pipeline development, lead generation, agency operations, and production goals
- Utilize growth scorecards and KPI tracking to help agencies identify opportunities and measure progress
- Maintain consistent engagement with assigned agencies, ensuring minimum touchpoints are met quarterly while fostering ongoing strategic dialogue
- Act as a trusted resource for agencies expanding into Commercial Lines production
- Guide agencies on prospecting strategies, niche development, commercial workflows, and operational best practices
- Promote participation in ICA and SIAA Commercial Lines education and training resources
- Assist agencies in identifying opportunities to consolidate business with Strategic Partner Companies (SPCs)
- Help agencies understand the market access opportunities and carrier relationships within the SIAA ecosystem
- Advise agencies on operational best practices, including: Agency workflows and SOP development, CRM and drip campaign utilization, lead generation and marketing initiatives, technology adoption and optimization, agency management system implementation and troubleshooting, staffing and producer growth strategies
- Help connect agencies with external business resources when appropriate, including accounting, financing, operational, or vendor partners
- Collaborate with agencies to improve organization, accountability, and execution
- Work closely with ICA recruiting, training, education, marketing, and leadership teams to support agency growth initiatives
- Maintain detailed coaching notes and follow-up documentation within internal systems and workflows
- Participate in regular mentoring, collaboration, and territory review meetings
- Communicate proactively with internal stakeholders regarding agency opportunities, challenges, and resource needs
- Embrace a highly collaborative, team-oriented culture centered around supporting agency success
Skills
- 5+ years of insurance industry experience required
- Strong Commercial Lines Property & Casualty knowledge required
- Strong consultative communication and relationship-building skills
- Ability to coach, mentor, influence, and problem-solve with agency owners
- High level of organization and follow-through
- Comfortable operating in a dynamic environment
- Resourceful, proactive, and solutions-oriented mindset
- Strong multitasking and project management capabilities
- Comfortable leveraging technology and learning new systems and platforms
- Property & Casualty License required
- Ability to travel periodically throughout the assigned territory
- Experience working within independent insurance agencies strongly preferred
- Prior agency ownership, agency management, or agency operations experience highly preferred
- Experience with Salesforce, Asana, EZLynx (or agency management systems) preferred, but not required
- Experience supporting startup or high-growth environments preferred
Benefits
- Performance-based bonus opportunity tied to growth KPIs and Commercial Lines production goals
- Comprehensive benefits package
Company Overview