Agency Operations Associate

• Primary resource for inbound calls
• Maintain accurate Agent data within CRM 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.

• High School Diploma or equivalent
• 1-3 years of Property & Casualty experience
• Administrative support experience
• Strong organizational and time management skills
• Strong Customer Service skills
• Strong attention to detail and creative problem-solving skills

• 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 working schedule between 8AM - 6PM.
• Ability to clearly communicate verbally and in writing.

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…

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