Request #: 15508-1
Job Title: Agency Services Representative
Duration: 6-12 months
Pay Rate: $22/hour
Onsite or Remote: Kalispell, MO Mondays in office required; Broomfield, CO 3 days in office required.
Contract-to-hire: potentially
Schedule/Hours: Training 8:00-5:00 and then 9:00-6:00
Interview Process: Interview with Jen and Cyndi
Target Start Date: ASAP
Education: Degree not required
Experience: 1-2 years experience
Additional Questions
Detail-oriented with strong attention to accuracy
Ability to effectively multitask in a fast-paced environment
Demonstrates a willingness to learn and adapt
Strong sense of accountability and ownership
Call Notes
Support agents with flood insurance products and processes
Complete agency setup activities and verify eligibility to sell flood insurance
Manage download setup requests and troubleshooting
Address commission-related inquiries
Assist with policy transfers and policy maintenance activities
Serve as a resource for agents regarding policy and agency support needs
Verify agents are properly licensed in applicable states and maintain valid NPNs (National Producer Numbers)
Position Summary
The Agency Services Representative supports day-to-day agency operations by maintaining accurate agency and producer information, supporting WYO appointments and credentialing activities, and ensuring required documentation is complete and accessible across internal systems. This role provides frontline support to agents and agency principals by completing onboarding and enrollment activities, setting up agency downloads, processing Agent of Record (AOR) requests, and responding to inbound calls and inquiries. The position partners closely with Agents, WYO partners, and Underwriting, to support timely, compliant, and high-quality service delivery.
Required
Strong attention to detail with the ability to manage high-volume, time-sensitive requests while maintaining accuracy.
Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new systems/portals.
Clear written and verbal communication skills; ability to communicate status and issues to multiple stakeholders.
Ability to handle confidential information with discretion.
" High school diploma or equivalent required.
Preferred
" Intermediate Excel skills (filters, pivot tables, lookups)
" Experience in flood insurance
Core Competencies
Ownership and follow-through
Organization and time management
Problem solving and sound judgment
Collaboration across all departments and teams
Accuracy and quality orientation
" Customer service mindset
Work Environment & Schedule
This role is performed in an office and remote office environment and requires extended periods of computer use. Standard business hours apply, with overtime as needed to meet business deadlines and regulatory timelines. In-office requirements: Kalispell Mondays in office required; Broomfield 3 days in office required. 8:00-5:00 PM mountain time to start, possibility of 4-10s to the right individual after training.