Agency Support Coordinator - MSI
About The Position
Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs. We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products – from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property – delivered through agents, brokers, wholesalers and other brand partners. Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle. Bring on your challenges and let us show you how we build insurance better.
Requirements
- Strong attention to detail and organizational skills.
- Clear written and verbal communication (comfortable on calls with partners and Sales).
- Comfort with CRM tools (HubSpot experience preferred) and spreadsheets.
- Ability to follow processes while spotting improvement opportunities.
- Proactive, problem-solving mindset.
- Work indepdenently and a team
Responsibilities
- Onboarding Support Assist in managing the onboarding pipeline for new agencies.
- Join onboarding kickoff calls with Sales and larger partners to review onboarding steps and timelines.
- Partner Maintenance/Management Handle requests for product expansion through existing partners
- Process agency changes (M&A, terminations).
- Manage add/remove user requests and access updates
- CRM Management Audit and update agency records (users, products) to ensure accuracy.
- Perform data cleanup and bulk uploads.
- Maintain dashboards, lists, and views for cross-functional teams.
- Process & Documentation Maintain SOPs, checklists, and onboarding workflows.
- Identify opportunities to streamline manual processes.
- Cross-Functional Collaboration Work closely with Sales and Training teams to support onboarding and partner success.
- Act as liaison to route partner requests to appropriate teams (commissions, underwriting, legal).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
