Agency Management Systems Coordinator

Job Description

JOIN THE ASSURANCEAMERICA TEAM

Do you want to be part of an organization where you are valued, and your ideas and opinions have an impact? Join the AssuranceAmerica team.

For more than 25 years, AssuranceAmerica has provided superior property and casualty insurance products directly to customers and through contracted independent agents.

Our team succeeds through diversity of thought, experiences, skills, and backgrounds.

Agency Management Systems Coordinator

Click or tap here to enter text.About the ROLE

Each day at AssuranceAmerica is different, but as an Agency Management Systems Coordinator in Sales, you will:

Agency Licensing & Contracting:

o Handle new agency appointments in PTS & state systems.

o Manage terminations of appointments in PTS, state systems, and notify agencies in writing.

o Appoint and terminate agents with the state

o Review and process appointment renewals.

o Update Errors & Omissions (E&O) information.

o Manage agency maintenance tasks (email, Electronic Funds Transfer (EFT), address updates).

o Execute download setups.

Agency Contacts Management:

• Maintain active and terminated agency contacts in compliance with state and company requirements.

Agency EFT Returns:

• Monitor daily bank reports.
• Notify agency owner/Territory Manager to collect funds.
• Suspend agencies and send letters.
• Generate monthly reports for accounting.

AD&D/Roadside (Towing):

• Monthly verification and processing.
• Facilitate incentive bonus payments.
• Set up new Visa accounts.
• Manage address changes through Skylight.
• Provide support to agents/CSR regarding Visa accounts, deposits, lost/stolen cards.

Sales Reporting:

• Generate daily, weekly, and monthly reports as needed.

Agency Support Backup as needed:

o Provide ongoing support as needed in the following areas.

o Training and onboarding new agents and CSRs for existing agencies.

o Trouble shooting Webrater issues for Territory Managers and agents.

o Assist with onboarding and training new associates.

Fleet Account (Backup):

• Maintain fleet account information.
• Review monthly invoices.
• Manage fuel cards and monthly invoices.

About YOU

• Excellent verbal and written communication skills.
• Analytical ability to interact with associates, managers, agents, and vendors.
• Strong interpersonal skills with the ability to make autonomous decisions and proactively recommend improvements.
• Excellent organizational skills with the ability to manage multiple priorities.
• High attention to detail.
• Team-oriented, capable of working independently and collaboratively.
• Ability to work under strict deadlines.
• Must meet company guidelines for attendance/punctuality and maintain a professional appearance.

Required

• Bachelor's degree in a business-related field

Preferred

• Hands-on experience with Salesforce and MS Office (especially Excel[KW1] ).

Physical Requirements• Prolonged periods sitting at a desk and working on a computer.• Must be able to lift 15 pounds at times.• Must be able to navigate various departments of the organization's physical premises.

About US• We are direct, results-driven, and dedicated to the success of our business and each other.• We offer benefits on Day One of employment.• We are a diverse group of thinkers and doers.• We offer many opportunities to grow in your professional skills and career.• We fight homelessness by directing 5% of our earnings from each policy we sell to organizations that help those in need. We call it our Generous Policy.

What We Offer• AssuranceAmerica provides these benefits at no cost to Associates:

o Premium healthcare plans: All full-time Associates and part-time Associates working a regular schedule of 30 hours or more are eligible for benefits including Medical, Dental, Vision, Voluntary Life, Flexible Spending Accounts, and a Health Savings Account.

o Life insurance/additional plans: We enroll all eligible Associates in Group Life and AD&D Insurance, Short- and Long-Term Disability Plans, Employee Assistance Program, Travel Assist, and the Benefit Resource Card which includes Teladoc™ and Health Advocate.• Additional benefits:

o 401(k) employer match: We want to help you prepare for the future, now. All full-time and part-time Associates over age 21 are eligible to participate in the 401(k) Savings Plan after 90 days. AssuranceAmerica will match 100% of the first 4% of an Associate's contributions.

o Monthly events. In all our locations, we make time for fun activities that build our sense of community.

o Annual learning credit: Want to learn something new? We'll reimburse you for approved professional development, up to $5,250 annually. • Paid time off

YOU'RE INVITED TO APPLY

We believe the right fit is more important than a checklist. If you have most of what we're looking for in this role and our culture and mission speak to you, contact us. We want to hear from you!

[KW1]Salesforce experience change to preferred