Apply on Employer Site

Orion180 · 1 month ago

Agency Service Representative

Melbourne, FL

Full-time

Onsite

New Grad, Entry Level

Orion180 is a company dedicated to delivering exceptional insurance experiences through innovative technology and customer service. The Agency Service Representative will support the onboarding of new agency partners and provide assistance to existing agencies, ensuring smooth operations and prompt resolution of queries.

FinTechInsuranceInsurTechProperty Insurance

Responsibilities

Facilitate the onboarding process for new agency partners, ensuring all required documentation, systems access, and training are completed. Assist in integrating agencies into the company’s platform, including MY180 and CRM systems

Provide ongoing administrative support to agencies, promptly addressing queries and resolving issues. Ensure agencies have the information and resources needed for smooth operations

Utilize the MY180 application and CRM to enter, update, and maintain accurate agency records. Ensure all agency interactions are logged, tracked, and followed up on efficiently

Swiftly and effectively address and resolve agency service requests, acting as a liaison between the agency and internal departments when necessary

Identify opportunities to improve onboarding and service processes. Collaborate with cross-functional teams to enhance overall service delivery

Provide individual training sessions for agents on the effective use of MY180 and other company systems. Maintain updated training materials in the sales document library

Assist with various administrative tasks within the sales department, including report preparation and data accuracy tracking during onboarding

Work closely with territory managers and other departments to ensure seamless communication and collaboration, providing administrative support for special projects as needed

Qualification

CRM systemsMY180 applicationMicrosoft Office SuiteProblem-SolvingPrioritizationProfessionalismOrganizational AbilitiesCommunicationInterpersonal Skills

Required

High school diploma or equivalent required

Ability to obtain a 440 or 220 P&C license within 90 days

Strong multitasking skills with exceptional attention to detail

Excellent written and verbal communication skills for effective interaction with agency partners and internal teams

Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and comfortable with various software applications

Strong problem-solving skills with a focus on delivering excellent customer service

Ability to manage and prioritize multiple requests in a fast-paced environment

Ability to work independently and take the initiative to resolve issues

Strong ability to maintain positive relationships with both internal teams and external partners

High level of professionalism, empathy, and patience in addressing agency concerns

Preferred

Previous experience as a Service Representative is preferred but not required

A Bachelor's degree in business, communications, or a related field is preferred

Benefits

Medical

Dental

Vision

401k

Paid holidays

PTO

And more!

Company

Orion180

At Orion180, we are dedicated to empowering insurance agents with innovative home insurance solutions that enhance their offerings and strengthen client relationships.

Founded in 2017