
11 - 50 employees
Founded 2017
🛡️ Insurance
☁️ SaaS
💳 Fintech
Insurance • SaaS • Fintech
Agentero is an innovative platform that modernizes the insurance agency experience by providing independent agents with easy access to national and regional carriers through a single portal. By streamlining the process, agents can manage their appointments and commissions efficiently without the burden of complicated requirements or upfront costs. Agentero empowers agency owners with technology that enhances their ability to quote, bind, and grow their business effortlessly.
🔥 13 hours ago
🗣️🇪🇸 Spanish Required
Where this job comes from
Posted on Agentero's careers page ↗, not through a job board
First seen by Remote Rocketship 13 hours ago
Still open on Agentero's site. Checked 4 minutes ago.

11 - 50 employees
Founded 2017
🛡️ Insurance
☁️ SaaS
💳 Fintech
Insurance • SaaS • Fintech
Agentero is an innovative platform that modernizes the insurance agency experience by providing independent agents with easy access to national and regional carriers through a single portal. By streamlining the process, agents can manage their appointments and commissions efficiently without the burden of complicated requirements or upfront costs. Agentero empowers agency owners with technology that enhances their ability to quote, bind, and grow their business effortlessly.
• Own the handoff from sales by reviewing the contract, proposal and sales notes, confirming promises, stakeholders and success criteria, and flagging risks • Lead client kickoffs and build mutual action plans with milestones, owners, dependencies and go-live dates • Run workshops with business, compliance and IT teams to document current and target processes, data and integrations • Write implementation requirements for engineering teams • Plan and track data migration, integrations, workflow configuration and user acceptance testing • Scope technical work, question estimates and explain trade-offs to clients • Manage scope, change requests and commercial changes with the Account Executive • Run status meetings and steering committees, provide written updates, raise risks and handle escalations • Plan cutover, lead go-live, train client administrators and users, and confirm platform adoption • Hand off live clients to support and account management with complete documentation • Build reusable implementation templates and processes and share client feedback with product and sales • Report to the CRO
• 5+ years of experience in client-facing technology implementations, ideally at a consulting firm or on the implementation team of a SaaS/enterprise software company • Owned at least one implementation from kickoff to go-live, including the plan, the risks, and the client relationship • Degree in Engineering, Computer Science, Mathematics, Physics or similar • Technical fluency with APIs, data models, data migration and integrations • Ability to write basic SQL, build a data-mapping document and review test results • Highly self-directed and hands-on; able to write requirements, update the plan and chase follow-ups independently • Credibility with senior client leaders; ability to deliver bad news, push back on scope, and maintain relationships • Structured project management skills, including tracking dependencies and accountability without formal authority • Comfort with ambiguity and adapting quickly • Daily use of Claude, ChatGPT, or similar AI tools • Fluent English and Spanish, written and spoken • Experience in insurance or financial services, especially distribution, compliance or onboarding processes (nice-to-have) • Experience working with US clients (nice-to-have) • Experience building an implementation or professional-services function at a startup (nice-to-have) • Familiarity with Salesforce, HubSpot, Linear, or Jira (nice-to-have)
• Equity • Private health insurance • Flexible compensation (Cobee) • Home office setup budget • Training and development budget • AI-first culture • Team offsites in places like Dublin, Miami, Lisbon, Paris, and more
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