Who We Are. 

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision. 

As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results. 

What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way. 

We Insure is seeking an experienced, hands-on quoting and placement expert to join our team as a Franchise Placement & Production Manager. This is a production-focused role — not an administrative one. The right candidate is a seasoned personal lines insurance professional who brings deep carrier knowledge, sharp quoting instincts, and a genuine passion for helping franchise owners write and place more business. You'll serve as a trusted daily resource for franchise agents, actively driving production results across the network through strategic guidance, carrier expertise, and hands-on execution.

Uniquely positioned at the intersection of franchise production and Carrier Relations, this role bridges the gap between what agents need on the ground and the carrier strategy that powers the network. You'll own key production programs — including Quote Buddy, Concierge Quoting, and out-of-state referral workflows — while partnering closely with our Carrier Relations team to ensure agents are fully equipped to utilize appointments, navigate underwriting, and convert opportunities into bound business. If you're energized by solving complex placement challenges, coaching agents to higher performance, and making a measurable impact at scale, this is the role for you.

Position Summary:

Production & Placement

• 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

Program Ownership

Quote Buddy Program

• Own and manage the Quote Buddy program end-to-end, serving as the primary point of contact for agents seeking quoting support
• Ensure fast turnaround and high-quality quoting support on every request
• Drive consistency and continuous improvement in program performance

Concierge Quoting Workflow

• Manage the full Concierge Quoting workflow, including intake, assignment, and follow-through
• Ensure clean, complete handoffs back to agents for binding with minimal friction

Out-of-State Referral Coordination

• Route out-of-state business appropriately based on licensing and carrier access
• Ensure no opportunities are lost due to access or licensing gaps
• Track and improve referral conversion through consistent process management

Systems & Workflow Execution

• Troubleshoot and optimize quoting and workflow configurations across core platforms: Applied Epic (AMS), InsuredMine (CRM & pipeline), QuoteRush, EZLynx, and carrier portals
• Identify and resolve gaps in agent quoting setups quickly to minimize production disruption
• Ensure accurate pipeline tracking and clean data flow across all systems
• Serve as a subject matter expert on system capabilities and quoting best practices

Carrier Support & Market Intelligence

• Act as a day-to-day carrier resource for agents, providing guidance on appetite, submission strategy, and escalation support
• Partner with the Carrier Relations team to align on carrier appetite, growth strategy, and access issues
• Surface trends from the field — including underwriting shifts, pricing changes, and patterns in declines — to inform broader carrier strategy
• Support carrier rollout and onboarding execution to ensure agents can effectively quote and bind with new appointments

Carrier Meeting Participation

• Attend select carrier meetings and training sessions to stay current on market developments
• Capture key takeaways and translate them into clear, actionable guidance for franchise agents
• Provide feedback from the field on quoting challenges, carrier usability, and appetite clarity
• Support follow-through to ensure agents adopt new information and translate it into production impact

Agent Support & Enablement

• Provide one-on-one coaching to franchise agents on quoting strategy, carrier placement, and system usage
• Support new franchise onboarding with hands-on quoting guidance to set agents up for early success
• Reinforce best practices with existing franchises to improve bind rates and optimize carrier mix

Education

• Required: 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

Work Experience

• 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

Knowledge, Skills & Abilities

• Strong, hands-on experience with Applied Epic, InsuredMine, QuoteRush, and EZLynx; comfort working across multiple carrier portals
• Proven ability to quote and place personal lines products including homeowners, auto, and umbrella
• Deep knowledge of carrier appetite, underwriting guidelines, and placement strategy across personal lines markets
• Ability to manage multiple priorities simultaneously in a fast-paced, production-driven environment
• Strong problem-solving skills with sharp attention to detail and a focus on execution
• Clear and effective communicator — able to coach agents, collaborate with carrier partners, and surface field insights to leadership

Supervisory Responsibility

The Franchise Placement & Production Manager is responsible for directly managing and supporting the Concierge Agent. This role provides day-to-day leadership, guidance, and performance oversight for this direct report, while fostering a collaborative and growth-oriented team environment. As the team and programs scale, this role is expected to expand its supervisory scope to include additional direct reports.

Working Conditions

Travel: Minimal; occasional travel for carrier meetings, franchise events, or training as needed

Work Arrangement: Hybrid — Austin, TX, or remote

Work Hours: Standard business hours with flexibility to support franchise agents and carrier partners across time zones as needed

Our Values. The We Way. 

At We Insure, Group our values shape how we work, how we lead, and how we grow together. They’re more than just words, they guide every interaction, every decision, and every customer experience. 

We Way Reflects Our Commitment to.  

• We personalize protection at a price you can trust 

• We hustle to find opportunity 

• We care authentically 

• We thrive in ambiguity 

• We own our results 

• We have fun along the way 

• And—we’re just getting started 

Our Total Rewards.  

• 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 

This position is not able to be performed in California, Colorado, New York or Washington. 

 EEO

We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.