# Agency Manager

*/JobTypes/Agency_Manager*

## Neighborhood

### Related (signature role)

- [Big Four National Underwriters](/CompanyTypes/Big_Four_National_Underwriters) — signature role · CompanyTypes
- [Companion and Escort Agency](/CompanyTypes/Companion_and_Escort_Agency) — signature role · CompanyTypes

### Related (staff)

- [Agency Management](/Departments/Agency_Management) — staff · Departments

### Related (delivered by)

- [Contract with brokers and agents](/Processes/Contract_with_brokers_and_agents) — delivered by · Processes

### Who staffs this

- [Insurance Agency](/CompanyTypes/Insurance_Agency) — staffs · CompanyTypes

### Perform

- [Set and Track Daily and Monthly Sales Targets](/Tasks/Set_and_Track_Daily_and_Monthly_Sales_Targets) — perform · Tasks
- [Review Application For Compliance](/Tasks/Review_Application_For_Compliance) — perform · Tasks
- [Resolve Client Escalations](/Tasks/Resolve_Client_Escalations) — perform · Tasks
- [Coach Agents on Sales Techniques](/Tasks/Coach_Agents_on_Sales_Techniques) — perform · Tasks
- [Conduct Agent Licensing and Training Compliance Checks](/Tasks/Conduct_Agent_Licensing_and_Training_Compliance_Checks) — perform · Tasks
- [Manage Agency Office Budget and Staffing](/Tasks/Manage_Agency_Office_Budget_and_Staffing) — perform · Tasks
- [Report Agency Performance to Carrier Leadership](/Tasks/Report_Agency_Performance_to_Carrier_Leadership) — perform · Tasks
- [Recruit and Onboard Agents](/Tasks/Recruit_and_Onboard_Agents) — perform · Tasks
- [Coordinate and direct office services, such as records, departmental finances, budget preparation, p...](/Tasks/Coordinate_and_direct_office_services,_such_as_records,_departmental_finances,_budget_preparation,_p...) — perform · Tasks
- [Ensure Compliance Standards](/Tasks/Ensure_Compliance_Standards) — perform · Tasks
- [Manage Agency Budget](/Tasks/Manage_Agency_Budget) — perform · Tasks
- [Monitor Sales Results](/Tasks/Monitor_Sales_Results) — perform · Tasks
- [Oversee Agency Operations](/Tasks/Oversee_Agency_Operations) — perform · Tasks
- [Recruit and Develop Agents](/Tasks/Recruit_and_Develop_Agents) — perform · Tasks
- [Set Office Production Goals](/Tasks/Set_Office_Production_Goals) — perform · Tasks
- [Set Production Targets](/Tasks/Set_Production_Targets) — perform · Tasks
- [Review Sales Pipeline](/Tasks/Review_Sales_Pipeline) — perform · Tasks
- [Recruit and Train Agents](/Tasks/Recruit_and_Train_Agents) — perform · Tasks
- [Manage Office Budget](/Tasks/Manage_Office_Budget) — perform · Tasks
- [Ensure Regulatory Compliance](/Tasks/Ensure_Regulatory_Compliance) — perform · Tasks
- [Coach Agent Performance](/Tasks/Coach_Agent_Performance) — perform · Tasks

### Required knowledge

- [Insurance Licensing Regulations](/Knowledge/Insurance_Licensing_Regulations) — requires knowledge · Knowledge
- [Compensation and Commission Structures](/Knowledge/Compensation_and_Commission_Structures) — requires knowledge · Knowledge
- [Sales Management Principles](/Knowledge/Sales_Management_Principles) — requires knowledge · Knowledge
- [Insurance Products and Underwriting Basics](/Knowledge/Insurance_Products_and_Underwriting_Basics) — requires knowledge · Knowledge
- [Local Market Demographics](/Knowledge/Local_Market_Demographics) — requires knowledge · Knowledge
- [Sales Management](/Knowledge/Sales_Management) — requires knowledge · Knowledge
- [Insurance Products](/Knowledge/Insurance_Products) — requires knowledge · Knowledge
- [Regulatory Compliance](/Knowledge/Regulatory_Compliance) — requires knowledge · Knowledge
- [Industry Compliance Requirements](/Knowledge/Industry_Compliance_Requirements) — requires knowledge · Knowledge
- [Agency Operations](/Knowledge/Agency_Operations) — requires knowledge · Knowledge

### Required skills

- [Negotiation](/Skills/Negotiation) — requires skill · Skills
- [Financial Planning of a Business Unit](/Skills/Financial_Planning_of_a_Business_Unit) — requires skill · Skills
- [Conflict Resolution](/Skills/Conflict_Resolution) — requires skill · Skills
- [Recruiting and Interviewing](/Skills/Recruiting_and_Interviewing) — requires skill · Skills
- [Agent Recruitment](/Skills/Agent_Recruitment) — requires skill · Skills
- [Operations Oversight](/Skills/Operations_Oversight) — requires skill · Skills
- [Performance Management](/Skills/Performance_Management) — requires skill · Skills
- [Recruiting](/Skills/Recruiting) — requires skill · Skills
- [Sales Coaching](/Skills/Sales_Coaching) — requires skill · Skills
- [Team Leadership](/Skills/Team_Leadership) — requires skill · Skills

### Requires ability

- [Deductive Reasoning](/Ability/Deductive_Reasoning) — requires ability · Ability
- [Social Perceptiveness Capacity](/Ability/Social_Perceptiveness_Capacity) — requires ability · Ability
- [Decision Judgment](/Ability/Decision_Judgment) — requires ability · Ability
- [Leadership Aptitude](/Ability/Leadership_Aptitude) — requires ability · Ability
- [Persuasion Capacity](/Ability/Persuasion_Capacity) — requires ability · Ability
- [Oral Expression](/Ability/Oral_Expression) — requires ability · Ability
- [Problem Sensitivity](/Ability/Problem_Sensitivity) — requires ability · Ability
- [Persuasion](/Ability/Persuasion) — requires ability · Ability

### Engage in

- [Recruit and Onboard Agents](/Activities/Recruit_and_Onboard_Agents) — engage in · Activities
- [Coach Agents on Sales Techniques](/Activities/Coach_Agents_on_Sales_Techniques) — engage in · Activities
- [Set and Monitor Sales Production Targets](/Activities/Set_and_Monitor_Sales_Production_Targets) — engage in · Activities
- [Recruit and Develop Agents](/Activities/Recruit_and_Develop_Agents) — engage in · Activities
- [Set Office Production Goals](/Activities/Set_Office_Production_Goals) — engage in · Activities
- [Recruit and Train Agents](/Activities/Recruit_and_Train_Agents) — engage in · Activities
- [Coach Agent Performance](/Activities/Coach_Agent_Performance) — engage in · Activities
- [Set Production Targets](/Activities/Set_Production_Targets) — engage in · Activities

### Uses software

- [Carrier Policy Administration Portals](/Software/Carrier_Policy_Administration_Portals) — uses software · Software
- [Agency Management Systems](/Software/Agency_Management_Systems) — uses software · Software
- [Salesforce](/Software/Salesforce) — uses software · Software
- [Applied Epic](/Software/Applied_Epic) — uses software · Software
- [Microsoft Outlook](/Software/Microsoft_Outlook) — uses software · Software
- [CRM System](/Software/CRM_System) — uses software · Software
- [Microsoft Excel](/Software/Microsoft_Excel) — uses software · Software
- [Agency Management Software](/Software/Agency_Management_Software) — uses software · Software

### Type of

- [Sales Managers](/Occupations/Sales_Managers) — type of · Occupations

### Problems this exposes

- [scoping retainer hours against actual creative-team timesheets before margin erodes](/Problems/scoping_retainer_hours_against_actual_creative-team_timesheets_before_margin_erodes) — exposes problem · Problems
- [reconciling media-buy spend pass-through against the agency commission on the invoice](/Problems/reconciling_media-buy_spend_pass-through_against_the_agency_commission_on_the_invoice) — exposes problem · Problems
- [client-approval cycles stalling between the brief and the production deadline](/Problems/client-approval_cycles_stalling_between_the_brief_and_the_production_deadline) — exposes problem · Problems