Job Description

Job Description

Job Description

At Orion180, we don’t just stand out for what we do - we shine because of how we do it. By integrating cutting-edge proprietary technology, innovative solutions, and compassion for serving our customers, we are redefining the insurance experience. Our vision is to be the global premier provider of insurance solutions. Our mission is to deliver an exceptional insurance experience through innovative technology, unparalleled customer service, and a comprehensive suite of products.

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 Dallas, Texas location places us in a dynamic center of culture, business, and entertainment, keeping us deeply connected to innovation and growth.

Job Summary

We are seeking 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. The ideal candidate will possess strong organizational skills, keen attention to detail , and experience working with applications like MY180 and CRM systems to facilitate seamless operations.

Role and Responsibilities

To successfully fulfill the responsibilities of this position, the individual must demonstrate the following competencies:

• 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 : Address and resolve agency service requests swiftly and effectively, 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 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 the onboarding process.
• Collaboration : Work closely with territory managers and other departments to ensure seamless communication and collaboration, providing administrative support for special projects as needed.

Qualifications and Education Requirements

• 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 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.

Physical Demands

While performing general office duties, the employee is regularly required to sit, stand, and/or walk, including the use of stairs. Other demands include effective communication through talking, listening, and reading, as well as the ability to lift light objects (less than 25 lbs) and use standard office equipment such as computers, printers, and phones. Occasional bending, twisting, or squatting may be necessary to access files or cabinets.

Work Environment

The office environment is a fast-paced and collaborative. Employees must be willing to work their assigned schedules and, when necessary, accommodate extended hours depending on company needs, project requirements, or customer demands.If you are interested in applying and require special assistance or accommodations, please contact our Human Resources department at (321) 218-2473 or [email protected]. 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.

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