Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Jamie Larson

Norman,OK

Summary

Accomplished territory manager with a proven track record in building strong agency relationships and implementing successful strategies. Recognized for driving impactful results through strategic initiatives and clear communication. Prioritizes team collaboration and adaptability to consistently achieve goals. Proficient in account management and optimizing performance to deliver exceptional outcomes.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Agency Success Manager

Openly Insurance, LLC
06.2021 - Current
  • Lead strategic growth initiatives across Oklahoma, Kansas, and surrounding markets, managing high-performing relationships with independent agents and aggregators.
  • Initiated data-driven business reviews and reporting dashboards to guide agency performance, retention strategies, and partnership opportunities.
  • Adapted and communicated changes in state strategies implemented by insurance product in response to shifts the market.
  • Spearheaded the creation of internal tools, trainings, and operational workflows using programs like Salesforce, Canva, AI, and Notion to improve growth and internal alignment.
  • Served as subject matter expert and strategic voice in internal advisory groups. Utilizing nine years of experience as an independent agent to better convey the agent experience when collaborating with sales enablement and insurance product teams.
  • Recognized for shaping agent experience strategies during rapid expansion and market shifts, receiving department Outstanding Contributor award in 2022.
  • Served on internal company committees including DEI and as committee lead for Fun Committee.

Agency Process Specialist

Allstate Insurance
04.2019 - 06.2021
  • Managed onboarding and compliance across a multi-state territory, ensuring independent agencies met regulatory and operational requirements.
  • Developed customized business plans with agency owners to drive growth, improve loss ratios, and strengthen market presence.
  • Cultivated relationships with key accounts in territory and provided support to drive customer satisfaction.
  • Facilitated recruitment efforts and supported channel expansion by identifying qualified prospects and agency transitions.
  • Acted as a liaison between field agencies and national teams, bridging operational feedback and legal, product, and compensation programs.
  • Achieved sales goals and service targets by cultivating and securing agency relationships by building rapport and maintaining consistent communication.

Education

Master of Business Administration - Corporate Growth Strategies

University of Central Oklahoma
Edmond, OK
05.2023

Bachelor of Business Administration - Marketing & Risk Management

University of Central Oklahoma
Edmond, OK
05.2010

Skills

  • Agency relationship building
  • Training and mentoring
  • Operations management
  • Cross-functional coordination

Accomplishments

Business Development Outstanding Contributor - Openly Insurance, 2022

Marketing Representative of the Year - Regional Aggregator Partner, 2024

Business Development Unsung Hero Award - Openly Insurance, 2025

Big I OK Young Agents Committee Member- 2025

Certification

  • Oklahoma Property & Casualty (Personal Lines & Commercial Producer)
  • Oklahoma Life & Health
  • CISR Elite Designation

Timeline

Senior Agency Success Manager

Openly Insurance, LLC
06.2021 - Current

Agency Process Specialist

Allstate Insurance
04.2019 - 06.2021

Master of Business Administration - Corporate Growth Strategies

University of Central Oklahoma

Bachelor of Business Administration - Marketing & Risk Management

University of Central Oklahoma