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The Agency Services Specialist facilitates the onboarding process for new agency clients. They work very closely with the agency to support its agents in becoming familiar with Orchid’s systems and processes to build an effective relationship. They also provide back-office support as requested by Distribution Management.
Job Responsibility:
Acts as Orchid’s Welcome Team through verbal and written communication with prospective agencies who are entering an appointment agreement with Orchid
Explain and answer any questions relating to required documents and compliance for appointments
Processes Producer Agreement contracts and all documents required to complete an agency appointment
Verify that all documents contain required signatures and all contract requirements are met
Complete due diligence in verifying agency and/or producers have appropriate licenses based on state requirements
Process new admitted appointments through the National Insurance Producer Registry and any other procedures required to complete admitted company appointments in compliance with state specific DOI regulations
Enter and maintain system of record for all Orchid agencies on any/all required platforms
Represent Orchid Underwriters Agency, LLC in the most positive manner with prospective and current clients and the communities we serve
Handle confidential information with tact and discretion
Requirements:
High School Diploma or equivalent
General knowledge of standard insurance concepts, underwriting practices and procedures
Knowledge of data processing capabilities and procedures
Must have pleasant and professional phone presence
Ability to contact and communicate with others effectively by telephone and/or by email
Proficient with basic computer applications such as Microsoft Teams, Word, Excel, and Outlook
Ability to organize, plan and prioritize work
Demonstrate creative problem-solving techniques to create customer satisfaction
Demonstrates professional demeanor
Must be team oriented
Must have excellent written and verbal communication skills
Nice to have:
Possess or acquire and maintain a FL 1-20 insurance license or the equivalent as required by FL state. Non-resident Florida teammates possess or acquire and maintain the non-Florida resident state equivalent Excess & Surplus license
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more