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Agency Zoom Jobs (NOW HIRING)

Troxell

Agency Sales Coordinator

Springfield, IL

$65K - $90K/yr

Own administration and optimization of the CRM (Agency Zoom) and integration points with the Agency Management System (AMS360), including workflow design, automation, user adoption, and reporting.

New

Howard Hanna Holdings

Insurance Sales Agent

Buffalo, NY · On-site

$45K - $75K/yr

Complete and notate all required outbound calls tasks assigned in Agency Zoom daily, ensuring consistent client engagement. * Update the agency management system and carrier websites daily with ...

THE ART AGENCY

Licensed Insurance Sales Rep

Rye, NH · On-site

$60K - $120K/yr

Familiarity with Agency Zoom, AMS 360, and PL Rater is highly preferred * Self-motivated, trustworthy, and committed to continuous learning * Willingness to work both in the agency office and on-site ...

Howard Hanna Holdings

Insurance Sales Agent

Rochester, NY · On-site

$45K - $75K/yr

Complete and notate all required outbound calls tasks assigned in Agency Zoom daily, ensuring consistent client engagement. * Update the agency management system and carrier websites daily with ...

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All JobsAgency Zoom Jobs

Agency Zoom information

See salary details

$39.5K

$138.3K

$168.5K

How much do agency zoom jobs pay per year?

As of Jun 14, 2026, the average yearly pay for agency zoom in the United States is $138,282.00, according to ZipRecruiter salary data. Most workers in this role earn between $137,500.00 and $158,500.00 per year, depending on experience, location, and employer.

What is AgencyZoom and what does it do?

AgencyZoom is a sales automation and client management platform designed specifically for insurance agencies. It helps streamline daily operations by automating tasks like lead management, pipeline tracking, onboarding, renewals, and customer communications. The platform integrates with popular agency management systems and provides analytics to help agencies track performance and improve sales processes. AgencyZoom aims to save agents time, increase efficiency, and boost customer satisfaction.

What are the key skills and qualifications needed to thrive as an AgencyZoom Specialist, and why are they important?

To thrive as an AgencyZoom Specialist, you need a solid understanding of insurance agency workflows, CRM best practices, and process optimization, typically supported by experience in insurance operations or digital tools implementation. Familiarity with AgencyZoom software, integration platforms, and data analytics systems is essential. Strong communication, problem-solving abilities, and a customer-focused mindset help you support teams and drive adoption. These skills are crucial for maximizing system efficiency, enhancing agency productivity, and ensuring a seamless client experience.

What is the difference between Agency Zoom vs Digital Marketing Specialist?

AspectAgency ZoomDigital Marketing Specialist
Required CredentialsRelevant marketing or communications degree, certifications in digital toolsMarketing degree or related certification, proficiency in digital platforms
Work EnvironmentAgency setting, collaborative teams, client-facing rolesCorporate or agency, focused on digital campaigns and analytics
Employer & Industry UsageAdvertising agencies, marketing firms, media companiesBusinesses across industries, marketing agencies, digital firms
Common Search & ComparisonOften compared for digital marketing roles within agenciesRelated to digital marketing roles, but broader in scope

Agency Zoom and Digital Marketing Specialist roles share similarities in required skills and work environments, often overlapping in digital marketing tasks. However, Agency Zoom typically refers to a specific platform or service used within marketing agencies, whereas Digital Marketing Specialist is a broader job title encompassing various digital marketing functions across industries.

How does working with AgencyZoom impact an insurance agent's daily workflow and collaboration with team members?

Using AgencyZoom streamlines an insurance agent’s daily workflow by automating tasks such as lead management, follow-ups, and renewals. This allows agents to focus more on building client relationships and less on administrative duties. Team collaboration is enhanced through shared pipelines and visibility into each team member’s progress, making it easier to coordinate sales efforts and ensure a seamless client experience. Adopting AgencyZoom often leads to improved productivity and better communication within the agency team.
More about Agency Zoom jobs
What states have the most Agency Zoom jobs? States with the most job openings for Agency Zoom jobs include:
What job categories do people searching Agency Zoom jobs look for? The top searched job categories for Agency Zoom jobs are:
Agency Zoom jobs near you
Infographic showing various Agency Zoom job openings in the United States as of June 2026, with employment types broken down into 3% Locum Tenens, 3% As Needed, 10% Full Time, 3% Part Time, and 81% Contract. Highlights an 68% Physical, 7% Hybrid, and 25% Remote job distribution, with an average salary of $138,282 per year, or $66.5 per hour.
Agency Sales Coordinator

Agency Sales Coordinator

Troxell

Springfield, IL

$65K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

AGENCY SALES COORDINATOR
About Us
Top trusted risk advisor and solution provider for personal and business insurance where we work together to create the ultimate experience. We educate, advocate, and protect our people. We safeguard your future. We win by protecting people.
About the Role
The Agency Sales Coordinator works to advance the agency’s sales strategy, equipping producers and account executives with the processes, tools, training, and insights they need to succeed. This role does not directly supervise producers; instead, it serves as a force multiplier across the sales organization, owning the end-to-end execution of sales initiatives, CRM and agency management system optimization, sales reporting and analytics, producer onboarding and training programs, and carrier-facing sales support. The Agency Sales Coordinator is a manager-level position responsible for the operational health of the sales function and the producer experience.
Working Together | Creating WOW | Earning Trust | Embracing Innovation
What You’ll Be Doing (Essential Responsibilities)
Working Together
  • Partner with Senior Leadership to operationalize the agency’s sales strategy, translating goals into actionable plans, milestones, and producer-level initiatives.
  • Coordinate sales meetings, pipeline reviews, and producer huddles, including agendas, materials, and follow-up actions to keep priorities visible and on track.
  • Collaborate with Personal Lines, Commercial Lines, and Life amp; Health department managers to align sales initiatives with service operations and ensure consistent client experience.
  • Serve as a primary point of contact for producers and account executives on sales processes, workflows, and internal resources, removing operational roadblocks so the sales team can stay client-facing.
  • Support carrier relationship management by coordinating production reports, contingency tracking, and joint sales initiatives in partnership with department managers.
Creating WOW
  • Design and execute cross-sell, account rounding, and referral programs that deepen client relationships and increase revenue per household and per business account.
  • Design, in partnership with Marketing Department, sales playbooks, proposal templates, and producer-facing tools that elevate the quality and consistency of every client interaction.
  • Create dashboards, scorecards, and presentations for the COO and department leaders that report on pipeline health, win rates, retention, and producer performance.
  • Plan and coordinate sales campaigns, carrier appetite roadshows, and producer recognition activities in partnership with marketing and department managers.
Earning Trust
  • Lead producer onboarding and ongoing sales training programs, coordinating ride-alongs, joint calls observation, and structured coaching plans developed with leadership.
  • Coach producers and account executives on sales process discipline, CRM hygiene, opportunity management, and follow-up cadence — without acting as their direct supervisor.
  • Monitor production goals, identify performance gaps, and recommend coaching, training, or process interventions to the Sales Manager.
  • Maintain confidentiality of producer compensation, pipeline, and performance information while serving as a trusted resource to the entire sales team.
  • Stay current with insurance regulations and ensure sales activities, marketing materials, and producer practices remain compliant.
Embracing Innovation
  • Own administration and optimization of the CRM (Agency Zoom) and integration points with the Agency Management System (AMS360), including workflow design, automation, user adoption, and reporting.
  • Evaluate, recommend, and implement new sales tools and technologies; serve as project manager and trainer for sales-related technology rollouts.
  • Develop and maintain key performance indicators for lead conversion, pipeline velocity, quote-to-bind, retention, and producer activity, and embed these metrics into routine sales management.
  • Continuously analyze sales processes end-to-end, identify friction points, and implement improvements that increase producer capacity and shorten the sales cycle.
  • Monitor industry trends, competitor practices, and emerging technologies, and bring forward recommendations that keep TROXELL ahead of the market.
What You’ll Bring to Us
  • Bachelor’s degree in Business, Marketing, Insurance Management, or a related field is required.
  • 1–4 years of experience in sales operations, sales enablement, agency operations, or a closely related role within the insurance industry or a comparable professional services environment.
  • Property amp; Casualty License at hire or within 180 days of hire. Must maintain license during employment.
  • Working knowledge of Commercial, Personal, and Life amp; Health insurance products and the producer sales cycle.
  • Proficiency with Customer Relationship Management tools (Agency Zoom experience strongly preferred) and Agency Management Systems (AMS360 experience strongly preferred).
  • Demonstrated ability to design, document, and improve sales processes and to drive adoption of new tools and workflows across a producer team.
  • Strong analytical skills with the ability to build reports, interpret sales data, and translate insights into recommendations for leadership.
  • Excellent written and verbal communication skills, with credibility and confidence to influence producers, department managers, and executives without direct authority.
  • Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and multiple concurrent projects.What You’ll Bring to Us (continued)
  • Ability to coach, mentor, and train team members on sales process and technology without acting as their direct supervisor.
  • High level of proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); comfortable learning new software applications quickly.
  • Must demonstrate competence in computer and office equipment operations.
  • Must be able to secure and maintain insurance licensure during employment.
What We Need from You
  • Full-time
  • Hours are 8:00 am to 4:30 pm
  • This position is not hybrid.
  • Travel: Moderate (carrier visits, branch offices, industry events, and training)
The Fine Print
  • Work is typically performed in a standard office setting with some travel required to other offices, carriers, and industry events.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • May be required to work more hours than normally expected during a regular workweek.
  • 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.
TROXELL is an Equal Opportunity Employer and offers a competitive salary with a comprehensive benefit package including Medical, Dental, Vision, Flexible Spending, Employer Paid Life Insurance, Short Term and Long Term Disability, 401(k) with Employer match, Paid Time Off, and Continuing Education.

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