Montauk Capital
Agency Success Lead
Austin · Full-time
Sponsorship not specifiedDetected 99 days ago
SalesAccount ManagementBusiness DevelopmentOutbound SalesExcelCustomer SuccessCadenceLeadershipCommunicationCollaborationUnderwriting
About the role
- This is a highly visible role that sits at the heart of our distribution strategy.
- That means being the first voice they hear when they call, and the proactive voice that reaches out before they have to.
- If you love cultivating relationships, solving problems quickly, and turning agent activity into real results, this role is for you.
Responsibilities
- Serve as the primary point of contact for Adaptive's appointed agents, building trust-based relationships that keep them engaged, informed, and producing
- Manage a proactive outbound call cadence to check in with agents, share product updates, surface opportunities, and identify and resolve issues before they escalate
- Collaborate on the development of agent-facing materials, communications, and enablement resources that help agents understand and sell our products
- Support go-to-market initiatives as directed by the Head of Growth & Partnerships
- Direct impact: the relationships you build and the insights you bring in will directly shape our products and our growth
Nice to have
- Experience in insurance, insurtech, or financial services
- Familiarity with independent agents, brokers, or distribution channels
- Background in customer success, inside sales, or relationship management
- Exposure to an early-stage startup environment
- You'll Excel in This Role Because…
- You think like an owner: you care about outcomes, not just activity, and hold yourself accountable to the results of your agent book
- You're a connector: you see how agent feedback should connect to product decisions, operations, and strategy - and you make that happen
- You're scrappy and resourceful: you get things done with the resources available and don't wait for perfect conditions
Compensation
- you'll have a real stake in what we're building
Benefits
- 401(k), company-paid health benefits, and PTO
- Competitive salary and equity: you'll have a real stake in what we're building
- Learning and growth: exposure to all aspects of building a business, from distribution strategy to product development
Company info
- Adaptive Insurance
- Reports to: Head of Growth & Business Development
- About Adaptive
- We are pioneering climate resilience by harnessing AI, data, technology, and insurance to help our customers analyze, act, and adapt to emerging risks.
- We're starting with specialty insurance solutions like GridProtect, our parametric power outage coverage for short-duration outages, and Deductible Buy-Back, supplemental coverage for commercial and residential clients with high exposure to wind and hail deductible risk.
- Find out more at adaptiveinsurance.com http://adaptiveinsurance.com.
- About the Role
- Adaptive is looking for an Agency Success Lead who is energized by building relationships, helping others win, and serving as a connective bridge between our appointed agents and our internal team.
- You will own the success of Adaptive's appointed agent base - making sure every agent we work with has what they need to write business, feel supported, and grow with us over time.
- Equally important, you will bring the agent's perspective inside the building: their questions, their friction points, and their feedback should shape how we operate and what we build.
Equal opportunity
- equal opportunity employer.
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