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    Agency Operations Associate - Tampa, United States - Safepoint MGA, LLC

    Safepoint MGA, LLC
    Safepoint MGA, LLC Tampa, United States

    2 weeks ago

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    Description

    Job Description

    SafePoint Insurance is a top player in the coastal insurance sector, offering a wide array of insurance solutions. Currently in search of an Agency Operations Associate well-versed in P&C insurance to bolster our Agency Operations Department.

    Job Summary
    - Provides crucial support to the Agency Operations Department, serving as the primary point of contact for Agents.
    - Conducts training sessions to enlighten Agents on products and services.
    - Renders administrative assistance to the SafePoint Agency Operations Department.

    Duties and Responsibilities
    • Maintains accurate Agent data in CRM (ACT) and policy administration systems (Duck Creek and Unisoft).
    • Handles incoming communications for the department via phone and email.
    • Manages new Agent appointments and ensures Agents are set up in all internal systems.
    • Facilitates Agency book of business transfers and buy-sell agreements.
    • Acts as the go-to person for Agents regarding system queries or assistance.
    • Delivers training sessions to Agents on new products or system updates.
    • Aids in Agent licensing responsibilities.
    • Compiles reports for Agents, Agency Relations Managers, and stakeholders on request.
    • Engages in assigned special projects with a keen focus on details.
    • Provides continuous support to the Agency Operations Department.
    • Tackles other delegated tasks and projects.
    Qualifications
    • High School Diploma or equivalent
    • Previous experience in insurance operations
    • Proficiency in administrative support
    • Solid organizational and time management capabilities
    • Excellent Customer Service aptitude
    • Attentive to detail with strong problem-solving skills
    Essential Functions
    • Effective communication and managing inbound/outbound phone calls daily
    • Competency in using computer systems for data research and updates
    • Ability to analyze data critically
    • Quick learner of new systems and information
    • Consistent adherence to a 40-hour work week with reliable attendance
    • Clear verbal and written communication skills

    Physical Requirements
    Regular talking or hearing is essential for the role. Additionally, standing, walking, handling objects, and reaching are common tasks.

    Working Conditions
    Operates within a professional office setting, utilizing standard office equipment.

    Compensation and Benefits
    At SafePoint, we understand the attraction of talented professionals towards companies that prioritize a conducive work environment, coupled with a competitive pay and benefits structure. Hence, we offer:

    • Competitive Market Wages
    • Professional Development and Educational Programs
    • Safe Harbor 401K Plan with Immediate Vesting and Company Contribution
    • Paid Time-Off (Discretionary, PTO, Parental Leave, etc.)
    • Company Paid Holidays
    • Various Insurance Coverages (Health, Dental, Vision, Disability, etc.)
    • FSA and HSA with Company Contributions
    • Life and AD&D Insurance (Employee and Dependent)
    • Company-provided AAA Membership and Identity Theft Protection
    • Diverse Ancillary Insurance Benefit Programs
    • And more...
    We are an equal employment opportunity provider and ensure that hiring decisions are based solely on qualifications without bias towards race, color, religion, gender, or disability.

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