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
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
Experience
3-5 years
Certifications
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
Compensation not disclosed
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
cypressig
Team size
Growing team
Location
Jacksonville, Florida, United States
Not specified in the provided content.
Popular Domains
Explore opportunities across specialized functional areas.
Trending Industries
Discover roles in the world's most innovative sectors.
Agency Services Specialist
Jacksonville, Florida, United States • Full Time