Agency Experience and Strategic Initiatives Manager

The Agency Experience and Strategic Initiatives Manager leads cross-functional projects and plans that enhance independent agency experience, optimize marketing operations, and drive scalable solutions. Reporting to the Director, Marketing Operations, this role serves as a critical bridge between business, technology, and agency partners, delivering improved marketing capabilities, system enhancements, and reporting insights. By connecting the right people, processes, and tools, this position advances strategic initiatives that support long-term, profitable growth.

 

Responsibilities

 

Strategic Leadership & Initiatives

• Lead the development and execution of marketing and independent agency experience focused enhancements, ensuring alignment with organizational growth and profitability goals
• Manage and implement cross-functional strategic initiatives impacting agency tools, training, and engagement
• Oversee and drive the Agency Technology Strategy and roadmap, prioritizing initiatives that reduce friction and improve agent experience
• Facilitate and lead cross-functional working sessions and forums, including Agency Experience and Technology discussion 

Program & Project Management

• Act as a central coordination point for agency-facing marketing initiatives, including planning, execution, and post-launch evaluation
• Partner with stakeholders across Marketing, Sales, IT, and Compliance to define business requirements, support testing, and ensure successful delivery of new capabilities
• Oversee project management for key initiatives such as incentive programs, sales enablement tools, and training system implementations 

Agency Experience & Enablement

• Lead efforts to enhance the overall agency experience, focusing on ease of doing business and operational efficiency
• Identify opportunity areas across the agent journey and implement solutions to improve satisfaction and adoption

Technology & Systems Leadership

• Serve as the primary IT liaison for Marketing, ensuring alignment between business needs and technology solutions
• Partner with technical teams to translate business needs into clear requirements and actionable solutions

Process Optimization & Analytics

• Champion process improvement and operational efficiency across marketing and agency operations workflows
• Leverage analytics and reporting to identify trends, measure performance, and inform decision-making
• Collaborate with analytics resources to enhance reporting capabilities, data integrity, and insights delivery

Leadership & Team Oversight

• Lead and support a cross-functional team focused on process improvement, agency technology, project management and program management
• Provide direction, prioritization, and alignment across team functions to ensure cohesive execution
• Foster a culture of continuous improvement, accountability, and collaboration

Qualifications

• Strong project and program management skills, with proven ability to oversee a portfolio of concurrent cross-functional initiatives from intake through post-launch evaluation
• Proven ability to lead cross-functional initiatives and influence stakeholders across business and technology teams
• Demonstrated track record of direct and indirect people leadership
• Experience with data-driven decision-making, reporting, and process optimization
• Strong understanding of independent agency or channel-based business models (insurance experience preferred)
• Excellent communication, leadership, and problem-solving skills
• Bachelor’s degree required; 6+ years of progressive experience in marketing operations, program management, or related field, including prior-people management experience
• PMP certification preferred

Salary Range

 

The pay range for this position is $120,000 to $162,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical locat