What are the responsibilities and job description for the Agency Operations Associate position at Safepoint MGA, LLC?
Ready to launch your career in P&C insurance? Start here by handling correspondence from agencies eager to offer our top-rated insurance products, and gain valuable experience in a supportive, entry-level role.
Schedule for this position: Monday - Friday, 9:00 AM - 6:00 PMThis position is based in our office in Tampa, FL 33618.
Job Summary
Provides support to the Agency Operations Department by acting as the company point of contact for Agents. Trains Agents on products and services. Provides administrative support for the SafePoint Agency Operations Department.
Duties and Responsibilities
- Primary resource for inbound calls
- Maintain accurate Agent data within CRM (ACT) and policy administration systems (Duck Creek and Unisoft).
- Screen and direct incoming communications for the department via phone and email.
- Process new Agent appointments and set up Agents within all internal systems.
- Process Agency book of business transfers and buy-sell agreements.
- Point of contact for Agents that have systems questions or need help with various items.
- Conduct Agent training on new products or system releases.
- Assist with Agent licensing tasks (i.e. appointing and/or terminating agents on behalf of SafePoint with the DOI, investigating and reporting Agent misconduct and enforcement actions, etc.)
- Compiles reports for Agents, Agency Relations Managers, and others as requested.
- Participates in special projects, as assigned. Pays close attention to project details.
- Provide support to the Agency Operations Department.
- Other tasks and projects as assigned.
Qualifications
- High School Diploma or equivalent
- 1-3 years of Property & Casualty experience preferred
- Administrative support experience
- Strong organizational and time management skills
- Strong Customer Service skills
- Strong attention to detail and creative problem-solving skills
Essential Functions
- Ability to communicate and handle inbound and outbound phone calls daily
- Ability to use computer and computer systems to research, enter, and update data
- Ability to review and analyze data and think critically
- Ability to learn new systems and information
- Ability to adhere to a 40-hour work week on-site with reliable and predictable attendance
- Ability to adhere to the 9am-6pm working schedule on-site
- Ability to clearly communicate verbally and in writing
Physical Requirements
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to grasp, handle, or feel; and reach with hands and arms.
Working Conditions
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines.
Compensation and Benefits
We recognize that talented professionals are attracted to companies that provide a great place to work, combined with a comprehensive and competitive pay and benefits package, along with opportunities for personal growth and job advancement. For this reason we are pleased to provide:
- Market Competitive Wages
- Prof. Development and Educational Assistance Programs
- Safe Harbor 401K Plan with Immediate Vesting and an Automatic Company Contribution
- Paid Time-Off (Discretionary, PTO, Parental Leave, and others)
- Company Paid Holidays
- Health Insurance
- Dental Insurance
- Vison Insurance
- Short and Long Term Disability Insurance
- Flexible Spending Accounts with Company Contribution
- Health Savings Accounts with Company Contribution
- Employee Life and AD&D Insurance
- Dependent Life and AD&D Insurance
- Company paid AAA Membership
- Company paid Identity Theft Protection
- Other Ancillary Insurance Benefit Programs
- And more…
