Agency Management Specialist

View full description

Requirements:

• 2-3 years of experience in the insurance industry, preferably in the transportation segment
• Exceptional attention to detail
• Strong written and verbal communication skills with internal & external stakeholders
• Self-starter who independently seeks out opportunities to learn and succeed
• Continuous improvement mindset by consistently looking for ways to elevate how the work is done. You challenge the status quo, focusing on driving efficiency and improvements that scale with the business
• Bias-to-action - you’re not afraid to get your hands dirty and stretch yourself
• Owner mentality - take accountability for your actions and results
• Successfully able to work in high-growth, ambiguous environments
• College degree preferred but not required

Responsibilities:

• Resolve inquiries from agents, brokers, and insureds, acting as the first point of contact for low touch agencies
• Assist in onboarding new agencies, offices, and agents, ensuring seamless transitions with clear expectations
• Work with internal and external stakeholders to create and manage troubleshooting/problem resolution SOPs
• Coordinate regular Salesforce updates including agency profile details and roster changes
• Monitor compliance and assist in updating required agency/producer licensing documentation
• Triage Business Development inbox inquiries
• Support the Business Development team in managing growth initiatives. Ex: Engage producers on submission follow-up, book reviews
• Work with the Business Operations team to monitor/report out on incentive programs