Orion180 · 1 month ago
Agency Service Representative
Melbourne, FL
Full-time
Onsite
New Grad, Entry LevelOrion180 is a company dedicated to delivering exceptional insurance experiences through innovative technology and customer service. They are seeking an Agency Service Representative to support the onboarding of new agency partners and provide ongoing assistance to existing agencies, ensuring smooth operations within the sales department.
FinTechInsuranceInsurTechProperty Insurance
Responsibilities
New Agency Onboarding: 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
Agency Support: Provide ongoing administrative support to agencies, promptly addressing queries and resolving issues. Ensure agencies have the information and resources needed for smooth operations
CRM and MY180 Application Management: 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
Service Request Resolution: Swiftly and effectively address and resolve agency service requests, acting as a liaison between the agency and internal departments when necessary
Process Improvement: Identify opportunities to improve onboarding and service processes. Collaborate with cross-functional teams to enhance overall service delivery
Training and Resources: 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
Administrative Support: Assist with various administrative tasks within the sales department, including report preparation and data accuracy tracking during onboarding
Collaboration: Work closely with territory managers and other departments to ensure seamless communication and collaboration, providing administrative support for special projects as needed
Qualification
Required
Prior Property & Casualty (P&C) insurance experience in a Sales and/or Customer Service (CSR) role
High School diploma or GED required (college coursework or degree preferred)
Ability to obtain a Florida 440 or 220 Property & Casualty license within 60 days of hire
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
College coursework or degree
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
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$42.3MKey Investors
Regions Bank
2023-04-05Debt Financing· $42.3M
Leadership Team
C
Christoph Birchler
Chief Financial Officer
Ryan Jesenik
President, Insurance & COO
Recent News
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