Back to jobs
HireMail by WorkNationDirect-to-Human Outreach

Applying for Agency Services Specialist at cypressig? Bypass the ATS Black Hole.

Traditional job applications often get trapped in algorithmic filters. With HireMail, uncover verified hiring managers and founders at cypressig, generate tailored AI outreach hooks, record personalized video pitches, and dispatch directly through your authenticated Gmail.

Decision-Maker Intel

Recruiters & founders

Video & Voice Pitch

Interactive player embed

AI Live ATS Scraper

Fresh, unposted roles

Explore HireMail
Authenticated Send-Only Gmail Dispatch
Regional hiringpublishedExternal employer
Ccypressig
cypressig•Insurance

Agency Services Specialist

Location

Jacksonville, Florida, United States

Work type

Onsite

Employment

Full Time

Experience

3-5 years

Compensation

Compensation not disclosed

Posted

1d ago

Summary and responsibilities

Role overview

Summary

The Agency Services Specialist acts as a crucial link between agencies, sales management, and the company, providing vital information on agent business, loss ratios, and appointment status. This role is directly responsible for ensuring compliance with licensing and contracting processes, establishing legal records for agents, and involves daily tracking and reporting of state licensing and contract activities.

General Purpose of Position:

The Agency Services Specialist is an important liaison between agencies, agency development managers, senior sales management and the company. They provide information regarding agent's books of business, loss ratios, current agent appointment status and are directly responsible for compliance of the licensing and contracting process that establishes an agent's legal record with the Company and TBD. This position will have authority to interact with team members, agents, carriers and insurance departments as required to complete the functions and responsibilities of the position. Daily and consistent tracking and reporting of state licensing and contract activity and fulfill other responsibilities as delegated by Agency Services Manager. This is done by effectively collaborating with the said manager to establish strategy for effective implementation.


Essential Functions and Responsibilities:

The following are the usual, basic and essential functions of the position. These functions are not to be construed as an exhaustive list of all responsibilities, duties, and skills required.

  • Proactively answer and respond to all phone and email inquiries concerning agent inquiries

  • Process applications and request for appointments or renewals according to state regulations, compliance guidelines and contract terms via electronic filing system

  • Accountable for processing terminations for agents with the Company(s) and TBD

  • Create and maintain complete client files on individual clients and company data; make changes to agency information (commission schedule changes, W-9, address, phone, etc.)

  • Create, edit and terminate agents in Alchemy systems in accordance with current procedures

  • Request agents to complete and follow-up on appointment paperwork from agents in accordance with escalation procedures

  • Request payment to state

  • Validate agency information with field and regional business development personnel

  • Create and deliver Book of Business reports for Agents

  • Learn new processes and train as applicable agents on use

  • Report any and all issues to the appropriate business analyst for resolution

  • Document procedures

  • Maintain and track current E&O information on agents in accordance with Alchemy procedures

  • Create and send welcome communications to agents in accordance with Alchemy procedures

  • Review State statutes and regulations for changes in reference to Agency Licensing with ability to develop recommendations for implementation

General

  • Promote a culture of personal responsibility, open communications and continuous improvement

  • Ensure fair and ethical policies and practices in all relationships and operations

  • Exhibits leadership skills

  • Exceptional problem-solving ability


Qualifications:

To perform this job successfully, an individual must be able to perform each essential function and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.


Requirements:

  • High School Diploma/GED or equivalent experience, advanced degree preferred

  • 3-5 years customer service or call/service center environment

  • Property and Casualty license a plus

  • Excellent customer service and interpersonal skills needed for working with our customers.

  • Must be detailed oriented and possess strong customer service, organizational and time management skills.

  • Excellent verbal and written communication skills

  • Ability to fluently speak, read and write English and Spanish is a plus

  • Ability to effectively with shifting priorities and multiple deadlines in a fast-paced environment

  • Microsoft Office Tools, HubSpot, Adobe, and Claude


Certificates or Licenses:

As required by regulatory entities. Relevant professional designations or skill certifications are desirable.

Updated 1d ago

Candidate fit

Skills and qualifications

Additional skills

Customer Service • 1+ yrs
Compliance • 1+ yrs
Organizational Skills • 1+ yrs
Time Management • 1+ yrs
Problem-solving • 1+ yrs
Microsoft Office Tools • 1+ yrs
HubSpot • 1+ yrs
Adobe • 1+ yrs

Experience

3-5 years

Certifications

Property and Casualty license • Required
Regulatory certifications • Required

How this role is positioned

Role classification

Job domains

Operations

Industries

Real Estate & PropTech

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

Compensation not disclosed

VisibilityShared on listing
CurrencyUSD
PeriodYearly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationJacksonville, Florida, United States
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleHigh • 8/10
physicalLow • 2/10
cognitiveHigh • 8/10
executionHigh • 9/10
creativityMedium • 6/10
uncertaintyMedium • 7/10
communicationHigh • 9/10

Context on the employer

Company snapshot

Company

cypressig

Team size

Growing team

Location

Jacksonville, Florida, United States

Not specified in the provided content.

Visit website

Agency Services Specialist

Jacksonville, Florida, United States • Full Time