Agency Services Specialist

Agency Contracting & Licensing Specialist

As a publicly traded leader in the Property & Casualty insurance industry, we are committed to delivering exceptional service, maintaining operational excellence, and supporting our network of valued agency partners. We are seeking a highly organized and detail-driven Agency Contracting & Licensing Specialist to join our growing team.

In this role, you will manage the end-to-end processing of agent contracting, licensing, reinstatements, cancellations, and regulatory appointments. This position plays a critical part in ensuring compliance, safeguarding the accuracy of company records, and supporting agents, clients, and internal teams with professionalism and exceptional service.

What You'll Do

• 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.

What You Bring

• High school diploma or equivalent required; Associate's degree preferred.
• 4-40 Customer Service Representative License preferred, but not required.
• At least two years of experience in customer service, office administration, or a related field; experience with insurance processing strongly preferred.
• Prior experience in the Property & Casualty insurance industry is a plus.
• Strong research, investigation, and problem-resolution skills.
• Proficiency with Microsoft Office; experience with industry software or research tools is a plus.
• 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

General Information

All employees must pass a pre-employment background check. Other checks may be needed based on position: driving history, credit report, etc.

The preceding job description has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Heritage Insurance Holdings, Inc. is an Equal Opportunity employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law.