Overview
We are seeking an
Agency Services Representative to support agency operations, onboarding, credentialing, and policy administration activities within the insurance industry. This role serves as a primary resource for agents and agency principals, helping maintain accurate agency and producer information, facilitating agency setup activities, processing policy-related requests, and providing exceptional customer service.
The ideal candidate is highly detail-oriented, organized, and able to manage multiple priorities while maintaining accuracy in a fast-paced environment. This position offers the opportunity to work closely with agents, underwriting teams, and business partners while developing expertise in agency operations and flood insurance processes.
Responsibilities
- Support agents with flood insurance products, processes, and policy-related inquiries.
- Complete agency onboarding, setup, and enrollment activities.
- Verify agency eligibility and appointment requirements.
- Maintain accurate agency and producer records across internal systems.
- Process Agent of Record (AOR) requests, policy transfers, and policy maintenance transactions.
- Assist with agency download setup requests and troubleshoot related issues.
- Respond to commission-related inquiries and support resolution efforts.
- Verify agent licensing requirements and maintain National Producer Number (NPN) records.
- Provide frontline support for inbound calls, emails, and agency inquiries.
- Partner with underwriting teams, agency partners, and internal stakeholders to ensure timely service delivery.
- Track, organize, and manage high-volume requests while adhering to service standards.
- Maintain required documentation and ensure compliance with internal procedures.
- Communicate status updates and issue resolution progress to stakeholders.
- Support ongoing process improvements and operational efficiency initiatives.
Required Qualifications
- High school diploma or equivalent.
- 1-2 years of customer service, administrative support, insurance operations, or related experience.
- Strong attention to detail and commitment to accuracy.
- Ability to effectively multitask and prioritize work in a fast-paced environment.
- Strong sense of accountability, ownership, and follow-through.
- Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
- Strong written and verbal communication skills.
- Ability to learn new systems, portals, and processes quickly.
- Ability to manage confidential information with discretion.
- Strong organizational, problem-solving, and time-management skills.
- Customer-focused approach with a commitment to delivering high-quality service.
Preferred Qualifications
- Intermediate Microsoft Excel skills, including filters, lookups, and pivot tables.
- Experience working in flood insurance or property insurance environments.
- Familiarity with licensing, credentialing, agency onboarding, or producer management processes.
- Experience supporting insurance agents, agencies, or underwriting teams.