Job Details

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 a Carrier Relations Specialist to play a critical role in supporting our agents by managing carrier appointments, resolving complex issues, and driving strategic initiatives that enhance carrier relationships. This role requires strong independent decision making, critical thinking, and a proactive, solutions oriented mindset.

The Carrier Relations Specialist will work closely with and provide direct support to the Carrier Relations leadership team, while also continuing to coach and mentor the Carrier Processing Specialists on best practices, issue resolution, and internal processes. This individual will serve as a subject matter expert and escalation point, helping ensure consistent service and agent satisfaction.

Location: Austin, TX (Hybrid)

Key Responsibilities

• Make independent decisions regarding carrier access, onboarding needs, issue escalation, and operational improvements
  

• Coordinate and manage carrier appointments and subcodes across various lines and states
  

• Serve as a key point of contact for agents needing help with portal access, commission concerns, underwriting challenges, and quoting systems
  

• Support the Carrier Relations Training Manager in the planning and delivery of agent-facing carrier trainings, drop-in sessions, and resource development
  

• Collaborate with the Carrier Relations Supervisor to align on priorities, resolve high-level concerns, and drive efficiency
  

• Continue to coach and mentor the Carrier Processing Specialists, offering guidance, reviewing work for accuracy, and supporting professional development
  

• Conduct quarterly carrier access reviews with agents and recommend improvements to strengthen market access and performance
  

• Manage 1Password updates to ensure secure, accurate carrier login credentials and access info are maintained
  

• Lead and support special projects such as franchise book rolls, onboarding transitions, and subcode management
  

• Work with internal stakeholders (Legal, Compliance, Onboarding) to ensure carrier documentation is complete, accurate, and compliant
  

• Maintain detailed records and documentation to support reporting and collaboration
  

Qualifications & Requirements

• 3+ years of experience in carrier relations, agency operations, or a related field within property & casualty insurance
  

• Demonstrated ability to coach others, make independent decisions, and manage priorities in a remote, fast-paced environment
  

• In-depth knowledge of carrier appointment processes, agency workflows, and insurance operations
  

• Excellent communication, troubleshooting, and relationship-building skills
  

• Proficient in Microsoft Excel (VLOOKUP, Pivot Tables), with experience in EPIC and Power BI preferred
  

• Experience with insurance licensing, contract review, or compliance processes is a plus
  

• Self-starter who is comfortable working independently and collaboratively
  

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Travel Required- Less than 10% for company and/or Carrier events

Physical Requirements: While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds.

Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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 ...@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.