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Agency Service Representative

Orion180, Melbourne, Florida, United States, 32935

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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 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.

About The Role Are you ready to make a difference in the insurance industry? We’re looking for a Business Development Representative—Strategic Partnerships 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

Required: Prior Property & Casualty (P&C) insurance experience in a Sales and/or Customer Service (CSR) role

High School diploma or GED required (college coursework or degree preferred)

Ability to obtain a Florida 440 or 220 Property & Casualty license within 60 days of hire

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

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; other physical demands include lifting light objects ( 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 (321)-218-2473 to request assistance.

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