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AgencyBlocAG

Program Manager, Release & Enablement

AgencyBloc is a leading provider of agency management system software for the life and health insurance industry, offering a suite of tools including a CRM, commissions processing, and marketing automation to help agencies streamline operations and grow their business.

AgencyBloc

Employee count: 51-200

United States only

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Description

AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other.

Requirements

Summary:

The Program Manager, Release & Enablement, owns the repeatable systems and communication strategies that ensure product releases translate into measurable client value. This role serves as the critical operational link between Product and Client-facing teams, managing the end-to-end release lifecycle. By overseeing beta programs, internal readiness, and client-facing communications, this position ensures that every new feature is launched with a clear strategy for adoption and long-term success.

Responsibilities:

  • Beta & Early Access Program Management: Design and lead the operational framework for beta and early release programs. Select participants, gather structured feedback, and iterate on enablement materials based on real-world client usage before general availability.
  • Release Communication Strategy: Develop and execute the communication strategy for all product updates. This includes defining the "why" behind new features and ensuring consistent messaging across internal announcements, client emails, and in-app notifications.
  • Training & Enablement Leadership: Lead internal training sessions for Client Success, Support, and Sales teams. Distill complex technical updates into actionable insights that help teams effectively consult with clients.
  • Release Lifecycle & Readiness Governance: Act as the primary gatekeeper for "Internal Readiness," ensuring all client-facing teams meet certification and messaging standards prior to launch.
  • AI-Enabled Enablement Engine: Own and optimize an AI-enabled content engine (e.g., Claude) to scale the creation of internal documentation, product guides, and automated enablement materials.
  • Knowledge Base & Help Center Stewardship: Maintain and optimize the external Knowledge Base. Ensure all documentation is accurate, searchable, and aligned with the latest product functionality and client use cases.
  • In-App Guidance & Adoption Strategy: Own the strategy and execution of in-app messaging and guides (e.g., Pendo) to drive feature awareness and provide "just-in-time" training within the product.
  • Adoption Tracking & Analysis: Monitor and report on adoption outcomes within the critical 30–60 day post-release window. Develop "Early Read" reports for the Product team to identify friction points and success patterns.

Skills/Education/Experience:

  • 5+ years of experience in SaaS operations, product enablement, or client success.
  • Proven experience managing beta programs or early access initiatives for complex SaaS products.
  • Exceptional communication skills, with a background in developing internal and external messaging strategies.
  • Experience leading live and recorded training sessions for diverse professional audiences.
  • Strong technical writing skills and proficiency in KB and In-App Guidance tools.
  • Proficiency in leveraging AI tools for content generation and workflow automation.
  • Preferred Qualifications: Experience with the health and life insurance industry or insurance agency workflows.
  • Preferred Qualifications: Experience managing Guru or similar internal knowledge management/AI agent platforms.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

About the job

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Job type

Full Time

Experience level

Experience

5 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About AgencyBloc

Learn more about AgencyBloc and their company culture.

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The journey of AgencyBloc began not in a boardroom, but from a real-world challenge faced by a large general agency in Iowa. In the mid-2000s, co-founders Adam Lewis and Cory Schmidt were running a web design and strategy company when they were tasked with creating a custom software solution for this agency. The goal was to develop a system that could efficiently manage clients, policies, and downstream agencies, and, most critically, simplify the complex and time-consuming process of tracking and processing commissions. Through this hands-on project, a significant gap in the market became apparent: there was a distinct lack of user-friendly, industry-specific management software for life and health insurance agencies. This realization was the seed from which AgencyBloc would grow. In 2008, the brand 'AgencyBloc' was officially born, and the first iteration of their specialized CRM and commissions processing system was launched, marking a new chapter for insurance agency management.

From its bootstrapped beginnings in the 'Silicon Prairie' of Iowa, AgencyBloc has been on a remarkable growth trajectory, guided by a philosophy of continuous improvement driven by client feedback. By 2017, the company was already serving over 1,000 insurance agencies across the United States. A pivotal moment came in 2021 with a strategic investment from Resurgens Technology Partners, a software-focused private equity firm. This partnership infused AgencyBloc with the resources to accelerate its product development and market expansion, leading to the acquisition of companies like FormFire and the launch of their comprehensive 'Plus Suite'. Today, AgencyBloc stands as the #1 recommended insurance industry growth platform, serving over 6,500 customers. Under the leadership of CEO Tim Robinson, the company continues to innovate, offering a robust suite of solutions that empower insurance professionals to streamline operations, enhance client relationships, and drive sustainable growth in an ever-evolving industry.

Employee benefits

Learn about the employee benefits and perks provided at AgencyBloc.

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Life insurance

Company-paid life insurance.

Remote work

Offers remote work opportunities.

Dental and vision benefits

Coverage for dental and vision care.

Family leave

Paid leave for family-related reasons.

View AgencyBloc's employee benefits
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AgencyBloc

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