Agency Support Technician jobs in United States
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Penn National Insurance · 1 day ago

Agency Support Technician

Penn National Insurance is a mutual insurance company focused on providing security and support to individuals and businesses. The Agency Support Technician role involves managing agency licensing and appointment processes while ensuring compliance and accuracy across multiple states.

FinanceProperty & Casualty InsuranceFinancial ServicesInsurance

Responsibilities

Maintains the company’s agency data, including accurate input of data into various systems and databases
Processes invoices related to agency appointments, to include accurately allocating expenses to the correct budget centers and making payments in a timely fashion
Reviews new agency appointment submissions for accuracy and completeness
Maintains job aids and other training materials for the agency and licensing function; and makes changes as needed
Monitors and ensures compliance with state licensing and appointment law
Maintains an in-depth knowledge for state laws regarding licensing, agency appointments and documents, and communicates as required
Responsible for filing all agent license applications with various state insurance departments with the proper filing fee; as well as cancelling agents’ licenses with insurance departments when necessary
Researches agency licensing, appointment and contracting law as needed; and summarizes and communicates results as required
Provides training to underwriting office and other personnel in agency licensing and contracting procedures and workflows; and also provides technical support on agency and licensing issues
Maintains physical agency files and ensures that they are organized, complete and periodically purged according to established retention guidelines
Executes workflow for new agency appointments, including data entry and setup with external vendors
Identifying, documenting, and reporting problems with input systems; and assisting in the development of solutions and testing technical repairs
Input and maintenance of all agency contract data into various systems and databases (VUE, ADB, AIS and SIRCON)
Provides support to personnel in Underwriting and Field Offices on proper agency contract and licensing requirements
Leverages others’ skills and gains their support by asking for their ideas, opinions, and participation when solving problems, making decisions, and carrying out plans
Shares important or relevant information and rationale with others; summarizes to check understanding
Assists business analysts in developing agency licensing and appointment workflow and procedures
Coordinates periodic efforts to review agency data, including agency appointment status, and updates appropriately
Puts new knowledge, understanding, or skills to practical use on the job; furthers learning through practice and ongoing feedback
Readily absorbs and comprehends new information and develops skills from formal and informal learning experiences
Administrative and secretarial support in the Marketing, Sales, and Business Development Department as needed
Performs other duties as may be assigned by the Manager, Agency Support

Qualification

Analytical skillsPlanningOrganizingAttention to detailProperty/casualty insurance knowledgeAdvanced PC skillsBasic math skillsCommunication skillsProblem-solving skillsTime management skills

Required

High School Diploma required
Minimum of 3 years of experience in a property/casualty processing position, preferably in rating or systems support or an entry-level underwriting position
Demonstrated analytical skills
Demonstrated time management skills, with the ability to prioritize work
Must be able to work independently
Demonstrated planning and organizational skills
Demonstrated problem-solving skills
Demonstrated attention to detail
Good communication skills – both oral and written; with well developed interpersonal skills
Advanced PC skills, to include Word, Excel and Access
Demonstrated expertise in applicable state statutes and automated systems
Basic math skills
Basic knowledge of property/casualty insurance industry and operations
This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment
Must be able to perform computer-based tasks and access digital information necessary for job duties, including through the use of assistive technologies
Must be able to complete computer-based tasks and utilize office equipment as needed to perform essential job functions
Must be able to access and enter information accurately using automated systems
Must be able to communicate effectively with internal and external clients using telephone, electronic, or other communication systems
Must be able to present information to individuals and groups
Must be able to interpret and apply concepts that may or may not be based upon established guidelines
Must be able to maintain acceptable attendance and adhere to scheduled work hours

Preferred

Continuing education in insurance related courses preferred

Benefits

Generous 401(k) match
Graded profit sharing
Incentive compensation
A wide range of benefits to support your financial health, physical well-being and career development
Remote and hybrid work options
Flexible scheduling
Dress-for-your-day culture
Employee recognition programs
Continuing Education Support
100% tuition reimbursement for academic studies
Professional Development Opportunities
Tailored designation programs to help you advance in your career such as CPCU, AINS, CPA, CISSP

Company

Penn National Insurance

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Penn National Insurance is a property-casualty mutual insurance company

Funding

Current Stage
Late Stage

Leadership Team

J
John Foster
Senior Vice President, Insurance Operations
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R
Randal Mancini
Vice President - Field Operations
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Company data provided by crunchbase