Heritage Insurance · 1 month ago
Agency Services Specialist
Tampa, FL , Tampa, FL, US
Full-time
Onsite
Entry Level
2+ years expHeritage Insurance is a publicly traded leader in the Property & Casualty insurance industry, committed to delivering exceptional service to its agency partners. The Agency Contracting & Licensing Specialist will manage the end-to-end processing of agent contracting and licensing, ensuring compliance and supporting agents and clients with professionalism.
Insurance
Responsibilities
Process agent contracting applications, licensing packets, reinstatements, cancellations, and related documents; review all materials for accuracy and proactively follow up on missing information
Serve as a knowledgeable resource for agents, providing guidance on licensing, appointment status, and regulatory requirements
Manage all Office of Insurance Regulation (OIR) agent appointments
Respond to inquiries from agents, clients, and business partners regarding policy processing and licensing status
Prepare agent and client communications in accordance with established procedures
Verify the accuracy of internal and external insurance records; maintain up-to-date data integrity across agency files
Contact agencies and partners to confirm and update key contact information, website details, and contracting documentation
Support servicing of existing clients and help resolve agency or client concerns
Collaborate with colleagues, leaders, and external stakeholders in a professional and courteous manner
Assist with special projects and provide general administrative support as needed
Ensure all activities comply with federal and state insurance regulations, as well as company policies and procedures
Qualification
Required
High school diploma or equivalent required
At least two years of experience in customer service, office administration, or a related field
Strong research, investigation, and problem-resolution skills
Proficiency with Microsoft Office
Outstanding customer service skills and the ability to communicate professionally with internal and external partners
Analytical thinker with strong problem-solving abilities and a commitment to delivering results
Ability to work independently in a fast-paced environment while managing multiple priorities
Meticulous attention to detail and strong organizational skills
Team-oriented mindset with the ability to contribute to a positive, collaborative work environment
Preferred
Associate's degree preferred
4-40 Customer Service Representative License preferred, but not required
Experience with insurance processing strongly preferred
Prior experience in the Property & Casualty insurance industry is a plus
Experience with industry software or research tools is a plus
Benefits
Benefits Eligible(1st of the month, following date of hire, no waiting period!)
Company
Heritage Insurance
We are a super-regional property and casualty insurance holding company that primarily provides personal and commercial residential insurance products across our multi-state footprint.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$25M2023-12-15Post Ipo Equity· $25M
2014-05-23IPO
Leadership Team
E
Ernie Garateix
Chief Executive Officer
S
Sharon Binnun
Chief Accounting Officer
Recent News
2025-12-05
2025-11-15
Company data provided by crunchbase