Agency Service Representative

Agency Service Representative

At Orion180, we don't just stand out for what we do; we shine because of how we do it. Our mission is to deliver an exceptional insurance experience through innovative technology, unparalleled customer service, and a comprehensive suite of products. Our vision is to be the premier global provider of insurance solutions and redefine the insurance industry.

Orion180 is proud to call two vibrant cities home. Our headquarters on Florida's stunning Space Coast in Melbourne offers an exceptional quality of life, with affordable housing, excellent transportation, and close proximity to major cities like Orlando, Tampa, and Miami. Our Irving, Texas, location places us in a dynamic center of culture, business, and entertainment, keeping us deeply connected to innovation and growth.

Join Our Team!

Are you ready to make a difference in the insurance industry? We're looking for an Agency Service Representative to play a crucial role in supporting the onboarding of new agency partners and providing ongoing assistance to our existing agencies. This position is vital for ensuring the smooth operation of our sales department and addressing all agency requests promptly and efficiently.

What You'll Do:

• 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.

What We're Looking For:

• Experience: Previous experience as a Service Representative is preferred but not required.
• Education: High school diploma or equivalent required; a Bachelor's degree in business, communications, or a related field is preferred.
• Licensure: Ability to obtain a 440 or 220 P&C license within 90 days.

Skills:

• Organizational Abilities: Strong multitasking skills with exceptional attention to detail.
• Communication: Excellent written and verbal communication skills for effective interaction with agency partners and internal teams.
• Technical Proficiency: Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and comfortable with various software applications.
• Problem-Solving: Strong problem-solving skills with a focus on delivering excellent customer service.
• Prioritization: Ability to manage and prioritize multiple requests in a fast-paced environment.

Personal Traits:

• Proactive and Self-Motivated: Ability to work independently and take the initiative to resolve issues.
• Interpersonal Skills: Strong ability to maintain positive relationships with both internal teams and external partners.
• Professionalism: High level of professionalism, empathy, and patience in addressing agency concerns.

What's In It For You:

Join Our Team & Make an Impact! At Orion180, we don't just meet expectations, we exceed them. If you're ready to take your career to the next level and be part of a growing, forward-thinking company, apply today!

• Dynamic Environment: On-site role with a fast-paced and collaborative team culture. Results-driven office where your contributions make a real impact.
• Compensation: Competitive base pay and performance bonuses.
• Career Growth: Mentorship, growth tracks, and professional development.
• Benefits: Medical, dental, vision, 401k, paid holidays, PTO and more!

While performing general duties for this position, the employee is regularly required to sit, stand, and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, comprehending, and reading; being able to lift light objects (<25 lbs); and using standard office equipment such as computers, printers, and phones. In addition, there is an occasional need to bend, twist, or squat down to open/close cabinets and reach for files or other standard office-type objects.

The office environment is fast-paced and collaborative. An employee must be willing and able to work their regularly assigned work schedule onsite, and in times of need, be able to work an extended schedule depending on company or departmental needs, project requirements, or customer demands.

Orion180 is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Reasonable accommodations are available for qualified individuals with disabilities during the application process. Applicants who need accommodations may call View phone number on click.appcast.io to request assistance.