Agency Distribution Program Consultant

About the Role

Key Responsibilities

• Support the execution of Meemic Entrepreneurial Agent sales distribution programs, working independently with guidance in complex situations.
• Serve as a subject matter expert and internal consultant on sales agent program channel distribution, operations, and process improvements.
• Review business plans, product reports, and forecasting models to understand action items for agency growth, profitability, and production goals.
• Collaborate with internal partners and vendors to develop and support agent program initiatives to meet or exceed company objectives.
• Maintain positive relationships with internal and external partners as a liaison.
• Lead or participate in distribution projects of various scales, managing project plans, schedules, and resources.
• Conduct gap analysis, needs assessments, and develop operational process improvements.
• Perform cost/benefit analysis, identify budget implications, and recommend operational strategies.
• Forecast project outcomes and communicate with leadership.
• Participate in end-user testing, validate processes, and document procedures to ensure operational efficiency.
• Coordinate all requirements for office openings, including contract processes, training, marketing, and resource education.
• Assist in resolving escalated issues and foresee potential problems.
• Identify and recommend innovative solutions to complex problems and act as a resource for less experienced staff.

Requirements

• Bachelor's degree in Business Administration, Statistics, Finance, Marketing, or a related field, or equivalent work experience.
• Experience in project planning and management, workflow coordination, and data analysis.
• Ability to prepare reports, business plans, and proposals for management levels.
• Knowledge of sales distribution channels, insurance products, and business practices.
• Strong problem identification and resolution skills.
• Familiarity with process improvement strategies and project management techniques.
• Understanding of financial projections, policies, and procedures documentation.
• Excellent communication skills for complex information dissemination.
• Ability to analyze markets and provide data for management review.
• Willingness and ability to travel as needed.

Nice to Have

• Possession and maintenance of applicable State P&C license for selling Auto Club Group products and services.
• Insurance industry designations such as IIA, CLU, CIC, CPCU.
• Experience overseeing the opening of insurance offices or entrepreneurial locations.
• Experience with Meemic products and services.
• Knowledge of insurance distribution channels.

Qualifications

• Bachelor's degree in a relevant field or equivalent work experience.
• Experience in project management, data analysis, and process improvement.
• Knowledge of sales channels and insurance products.

Benefits & Perks

• Competitive salary of $70,000 - $95,000 annually with annual bonus potential.
• Comprehensive benefits including 401(k) match, medical, dental, vision insurance, PTO, paid holidays, and tuition reimbursement.
• Hybrid work arrangement with flexibility for in-office and remote work.