Insurance Agency Service / Account Management Lead – Paid Research Interview

Mercor is recruiting service and account management team leads from US independent insurance agencies for a paid, one-hour research interview. Your insights will inform an industry study on day-to-day agency workflows inside agency management systems (AMS) and where automation and AI could help.

What the interview covers

• How your team handles certificates of insurance, renewals, endorsements, policy checking and data entry
• How much time those tasks take and how the work is split across your team
• Use of outsourcing firms or virtual assistants for service work
• What you would and would not trust automation or AI to do
• Pain points with your current agency management system

We only ask for approximate ranges, never confidential documents or client data.

You are a strong fit if you

• Are, or were within the last 24 months, a Client Service Manager, Commercial Lines Manager, Personal Lines Manager, Account Management Lead or Office Manager supervising service staff at a US independent insurance agency
• Work in Applied Epic or HawkSoft (other systems considered)

Details

• One 60-minute remote video or phone call, scheduled at your convenience
• Compensation: $380 for the completed interview
• The study sponsor is not disclosed

Where you can work

This role is 100% remote, for applicants located in United States.