iperceptions · 1 month ago
Agency Operations Administrative Coordinator
Lake Mary, FL, US
Full-time
Onsite
Entry Level
1+ years expFrontline Insurance is committed to making a difference and achieving remarkable things together. The Agency Operations Administrative Coordinator plays a pivotal role in providing high-quality service and proactive solutions to customers, managing various administrative duties and coordinating agency operations.
AnalyticsConsumerMarket ResearchSoftware
Responsibilities
Coordinate/Process new agency set ups, agency changes and agency terminations
Coordinate and manage step by step department processes manual
Assist SVP of Business Development, Director of Agency Operations, Manager of Agency Operations, and Business Development Managers with administrative duties required with the ability to respond in a timely manner
Assists the Business Development department staff with questions by researching the appropriate areas and replying in a timely manner
Handle incoming phone calls to the Business Development department, handling when appropriate or routing them accordingly
Project tracking and reports on a weekly, monthly, quarterly and yearly basis
Assists with projects that will allow the Business Development team to be more efficient and accurate
Data entry accuracy with the ability to locate and resolve inaccurate data in regards to missing, duplicate and inaccurate information
Processing resident/non-resident license appointments/terminations
Requesting various information from agency partners via email or phone when necessary
Check request processing and tracking
Co-op advertising coordination and cost tracking for each participating agency partner
Working with the Business Development team to enter data in Guidewire and verify accuracy of agency partner information such as name, address
Agency contract processing
Handles a variety of assigned tasks, quickly and accurately
Salesforce administration and ability to create ad hoc reports in Salesforce
Qualification
Required
Professional Insurance Industry Designation, 440 or 220 insurance license
Prior Insurance experience (minimum 1+ years)
Salesforce Administrator experience (minimum 1+ years)
Must be detailed oriented
High School diploma or general education degree (GED); additionally, any undergraduate education desirable, minimum 2 years' experience and/or training in P&C Insurance desired; or equivalent combination of education and experience
Must possess the ability to read and comprehend detailed instructions, correspondence, and memos as well as write simple correspondence. Must also be able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Must be proficient with the following: addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals
Must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Must also be able to deal with problems involving several concrete variables in standardized situations
Benefits
Company-sponsored Medical, Dental, Vision, Life, and Disability Insurance (Short-Term and Long-Term)
401k Retirement Plan with a generous 9% match
Four weeks of PTO
Pet Insurance for your furry family members
Company
iperceptions
iperceptions is a global leader in Voice of the Customer (VoC) solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.65MKey Investors
Telesystem
2020-07-17Acquired
2014-12-10Series Unknown
2008-12-02Series A· $3.65M
Company data provided by crunchbase