Agency Development Specialist

Bridge Specialty Group•Tampa, FL
•Hybrid

About The Position

Orchid Insurance, an Arrowhead Intermediaries company, is seeking an Agency Development Specialist to join its team in Tampa, Florida, in a hybrid work environment. The role generates qualified quote submissions and grows written premium through agencies in inland and coastal regions, while supporting and maintaining select accounts. It provides prompt, effective support to Agency Development Managers and agents, and helps agents stay informed about systems, products, and underwriting guidelines through proactive communication and account management.

Requirements

  • At least 2 years of property and casualty (P&C) industry experience.
  • Previous account management experience.
  • Passion for removing obstacles and getting the job done.
  • Professional demeanor in a fast-paced production environment.
  • Represent the company professionally at all times.
  • Team-oriented and results-driven, with a desire to meet team deadlines in a high-volume environment.
  • Proficiency with Microsoft Office Suite and CRM software such as Salesforce.
  • Comfortable speaking with new people daily by telephone or virtual meeting.
  • Available for occasional travel, potentially overnight; routine travel may require driving a personal or rental vehicle.
  • Acceptable Motor Vehicle Record results at hire and periodically thereafter, and maintenance of minimum acceptable insurance coverage.

Nice To Haves

  • Associate degree or higher, or a combination of relevant work experience.
  • P&C insurance license (4-40, 2-20, or 1-20).
  • Previous Personal Lines Excess & Surplus experience.
  • Previous account management or inside sales experience.
  • Homeowners underwriting or process knowledge.
  • Strong familiarity with Salesforce CRM.
  • Strong interpersonal skills and ability to build relationships with customers and teammates at all levels.
  • Polished presentation skills for virtual and in-person product training.

Responsibilities

  • Cultivate relationships with new and existing agents.
  • Generate premium growth by contacting new and existing agencies through outbound calls and emails.
  • Train agencies through online webinars and follow up on attendees’ outstanding questions.
  • Become a subject matter expert on product offerings and core systems.
  • Provide general account management for agencies and maintain accurate sales activity records in Salesforce.
  • Collaborate with Marketing to ensure consistent agent communications.
  • Monitor, understand, and address key performance indicator outliers with agents.
  • Work with Product Management and Underwriting to communicate competitive information and convey product modifications or opportunities.
  • Provide additional agent support as directed by management.
  • Meet or exceed agency engagement goals.
  • Monitor incomplete quote activity to identify potential training opportunities.
  • Handle and resolve agent inquiries promptly and professionally.
  • Occasionally meet agents in person at agency locations or trade shows.
  • Coordinate and manage trade show leads.

Benefits

  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Employee stock purchase plan (ESPP)
  • 401(k)
  • Student loan assistance
  • Tuition reimbursement
  • Free mental health and enhanced advocacy services
  • Paid time off
  • Paid holidays
  • Preferred partner discounts
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