Agency Operations Coordinator & QA

Frontline Insurance Managers Inc. • Lake Mary, FL

5h • Hybrid

About The Position

At Frontline Insurance, we are on a mission to Make Things Better, and our Agency Operations Coordinator & QA plays a pivotal role in achieving this vision. We strive to provide high quality service and proactive solutions to all our customers to ensure that we are making things better for each one. What makes us different? At Frontline Insurance, our core values – Integrity, Patriotism, Family, and Creativity – are at the heart of everything we do. We’re committed to making a difference and achieving remarkable things together. If you’re looking for a role, as a Agency Operations Coordinator & QA where you can make a meaningful impact and grow your career, your next adventure starts here!

Requirements

• High School diploma or general education degree (GED); additionally, any undergraduate education desirable, minimum 2 years’ experience and/or training in P&C Insurance desired; or equivalent combination of education and experience.
• Salesforce experience
• Strong Excel Program knowledge is required.

Responsibilities

• Coordinate/Process new agency set ups, agency changes and agency terminations.
• Assist management and sales team with administrative duties required with the ability to respond in a timely manner.
• Assists the sales department staff, with questions by researching the appropriate areas and replying in a timely manner
• Handle incoming phone calls to the sales department or routing them accordingly.
• Project tracking and reports on a weekly, monthly, quarterly and yearly basis
• Assists with projects that will allow the Sales team to be more efficient and accurate.
• Data entry accuracy with the ability to locate and resolve inaccurate data in regards to missing, duplicate and inaccurate information.
• Processing resident/non-resident license appointments/terminations
• Co-op advertising coordination and cost tracking for each participating agency partner.
• Working with the Sales Business Analyst team to enter data in Guidewire and verify accuracy of agency partner information such as name, address.
• Salesforce administration and ability to create ad hoc reports in Salesforce.
• Conduct and organize test scenarios for User Acceptance testing.
• Assist with User Acceptance testing for any new process or change to the system prior to the monthly releases by IT.
• Provide User Acceptance feedback from findings to management and developers to assist in resolving any critical system issues.
• Participate in requirement meetings and provide business requirements to Business Analyst for desired implementation.

Benefits

• Company-sponsored Medical, Dental, Vision, Life, and Disability Insurance (Short-Term and Long-Term).
• 401k Retirement Plan with a generous match.
• Four weeks of PTO
• Pet Insurance for your furry family members.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees