Agency Operations Associate
SafePoint Insurance Company · Tampa, Florida, US
Job Description SafePoint Insurance is a leader in the coastal insurance industry, offering a wide range of insurance products.
Job description
Job Description SafePoint Insurance is a leader in the coastal insurance industry, offering a wide range of insurance products. We are looking for an Agency Operations Associate with experience in P&C insurance to support our Internal Marketing department, Agents, and Territory Managers Monday through Friday, between 8:00 AM - 6:00 PM. Job Summary: Provides support to the Agency Operations Department by acting as the company point of contact for Agents. Trains Agents on products and services. Provides administrative support for the SafePoint Agency Operations Department. Duties and Responsibilities: - Primary resource for inbound calls - Maintain accurate Agent data within CRM and policy administration systems (Duck Creek and Unisoft). - Screen and direct incoming communications for the department via phone and email. - Process new Agent appointments and set up Agents within all internal systems. - Process Agency book of business transfers and buy-sell agreements. - Point of contact for Agents that have systems questions or need help with various items. - Conduct Agent training on new products or system releases. - Assist with Agent licensing tasks (i.e. appointing and/or terminati...