Agency Services Representative

Job Information Job Title Agency Services Representative Home Department: Agency Services Employment Status: Exempt; Full-Time Schedule: 40 hours/week with Flexible Scheduling Opportunities Position Location: Home Office, Telecommuting, and Remote Opportunities in CO, GA, IL, IN, IA, MN, TN, TX, & WI Overview Protecting our policyholders' dreams, passions, and livelihoods has a direct impact on the communities we serve. We work towards excellence, conduct ourselves with high integrity, and take our work seriously, but not ourselves. Small Details. Big Difference. Find out how you can make a difference with a career at Society. Society Insurance is seeking an experienced Agency Services Representative to join our Agency Services team! This position will perform a variety of agency services activities including but not limited to, resolving agent and customer issues in collaboration with other departments, providing front-line technical support for our Agency Services software programs, assisting with maintaining agency systems, and assisting in business systems analysis. About the Role * Supports agency force and internal staff on technical matters related to Agency Services Systems. Provides technical assistance and training to agents via phone, e-mail, virtual, or in-person consultation. * Assists with initial set-up of agency producers and staff and assists with monitoring departmental inbox, chat solution, phone for incoming messages and calls; assists with providing consultation, system assistance, and training to agency staff or routes to the appropriate department/individual for follow-up. * Lists and removes producers and agencies to maintain data integrity within external and internal producer databases and ensures compliance with state and federal laws. * Collaborates with department technical resource to update existing technical documentation or other written materials. In addition, reviews and performs necessary writing, editing, validating, and/or publishing tasks for Agency Services. * Supports the sales department by completing agency contracts; processes new agency appointments and agency terminations; maintains department files; gathers information from agents. About You * You enjoy brainstorming creative and innovative ideas. * You have a knack for researching and gathering information. * You are proactive, take initiative, and enjoy leading projects. * You are detail-oriented and take pride in producing high-quality work. * You thrive in fast-paced environments and perform well under pressure. * You are customer-oriented and committed to delivering excellent service. What it Will Take * Associate degree and 4+ years of experience in business, insurance, customer service, communications, information systems, or a related field. * Experience working within a project-management environment with an ability to see and design exception workflows for alternate processes. * Demonstrated writing, editing, and proofing skills with attention to clarity, grammar, and detail. * Strong customer service, communication, analytical, and problem solving skills * Communication skills to seek out details, express ideas, and present solutions in ways an audience can understand. This may involve researching, interviewing, and anticipation of how to apply a solution to a current or new process. * Conceptual understanding of the property/casualty insurance industry and related business processes. * Ability to work independently and as part of a team. * Experience utilizing Microsoft Office Suite, SharePoint, Visio, and screen-capture software. What Society Can Offer * Comprehensive Benefits Package: Salary with bonus plan; health, dental, life, and vision insurance * Retirement: Traditional or Roth 401(k) Defined Contribution Plan PLUS Profit-Sharing Plan * Work-Life Balance: Company-paid holidays; flexible scheduling; PTO; telecommuting options * Education: Career Coaching; company-paid courses; student loan and tuition reimbursement * Community: Charitable Match; paid volunteer time; team sponsorships * Wellness: Employee Assistance Program; wellness initiatives/rewards; health coaching; and more Society Insurance prohibits discrimination and harassment of any type against applicants and employees on the basis of race, color, religion, sex, national origin, age, handicap, disability, genetics, veteran status or military service, marital status or sexual orientation, gender identity or expression, or any other characteristic or status protected by federal, state or local laws. Society Insurance also provides reasonable accommodations to qualified individuals with disabilities in accordance with the requirements of the Americans with Disabilities Act and applicable state and local laws. Society Insurance is a drug-free workplace. Any candidate who receives an offer of employment from Society will be required to undergo a pre-employment drug test for controlled substances. All offers of employment are contingent upon successful completion of the pre-employment drug test, which is conducted in accordance with Society's substance abuse policy.

Created: 2025-02-15