Agency Support Specialist

Posted Yesterday
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45040, Mason, OH, USA
In-Office
Entry level
Information Technology • Real Estate • Software
The Role
Support agency functions for a 50-state insurance agency: licensing (NIPR), underwriting support, surplus lines policy reporting and tax payment, bordereaux and premium reporting, compliance reviews, data entry, and ad hoc support using proprietary and third-party software while coordinating with accounting and managers.
Summary Generated by Built In

About Inhabit

Inhabit is a global proptech software company serving the residential and vacation property management industries. Our team members deliver best-in-class software solutions and services while fostering innovation and collaboration with business leaders and industry experts. Inhabit believes that property managers are central to the success of the residential and vacation housing markets and delivers products built to empower them, their investors, and communities. Come help build the company you want to Inhabit. To learn more, visit Inhabit.com.

About RentalGuardian

RentalGuardian, the leading InsureTech Partner for the Vacation Rental Industry, is looking for a Client Service Specialist to assist our customers and their travelers while providing world-class customer service. Our ideal match will possess a positive attitude, outgoing by nature, energetic, efficient, innovative mindset, and willingness to rise to new challenges.

Job Description

The Agency Support Specialist is a role in InsureStays, a 50-state insurance-licensed agency and sister company of RentalGuardian. The agency focuses on our partnerships with highly rated underwriters, brokers, agents, TPAs and technology providers to develop and manage insurance programs and services powered by the RentalGuardian platform. This role will support core agency functions including licensing and training, underwriting and account approval, surplus lines policy delivery, reporting and filing and compliance support.

What You Will Do (Functions and Responsibilities)

Licensing Support

  • Become familiar with travel insurance policy delivery, service, and management, including approved materials and program descriptions
  • Become familiar with travel retailer regulations and requirements for certifying, reporting, managing and training authorized retailers under the agency and assist with documenting related business practices and processes.
  • Become an expert in NIPR licensing process and support.
  • Support ongoing review of client websites to ensure compliance with basic rules for offering travel and damage protection products and services.

Underwriting Support

  • Become familiar with program underwriters and their underwriting requirements and processes for screening applicants for coverage approval
  • Become familiar with products and related approved materials and program descriptions
  • Become an expert in use of proprietary software to prepare coverage, bordereaux and experience reports related to underwriting functions.
  • Assist with preparation of monthly bordereaux and agency premium payment reports.

Surplus Lines Policy and Reporting Support

  • Become an expert in using proprietary and third-party software related to surplus lines policy reporting and surplus lines tax calculation and payment through these systems.
  • Follow prescribed processes to support the timely and accurate delivery and reporting of policies and endorsements
  • Work with accounting regarding payments as they relate to underwriting activities, surplus lines policy and tax reporting and retailer compliance
  • Perform data entry tasks associated with the role
  • Support other insurance processes as necessary
  • Support department managers in the performance of ad hoc tasks and activities.
Qualifications

What We are Looking For (Minimum Qualifications)

  • Strong organization skills
  • Strong communication skills
  • Ability to meet the requirements of scheduled activities while balancing competing priorities
  • Desire to progress and learn new skills
  • Works well in a team environment
  • A results orientated attitude
  • Commitment to meeting the needs of fellow employees and external customers
  • Ability to learn proprietary and third-party software
  • Proficiency in Microsoft Windows and Microsoft Office Suite
  • U.S. work authorization

Education Requirements

  • Post High School Education
  • Experience with travel insurance and/ or property and casualty insurance
  • Insurance accounting or compliance experience preferred

Type

  • Full time
  • Hybrid on-site

Location

  • Hybrid Mason, Ohio

Benefits Include

  • Competitive Pay
  • Health Insurance: Medical, Dental, Vision and Prescription Plans
  • Health Savings Accounts
  • Flexible Spending Account
  • Dependent Flexible Spending Account
  • Critical Illness
  • Accident
  • Retirement Savings Plan (401K) with discretionary company match
  • Short- and Long-Term Disability
  • Company Paid $25,000.00 life insurance
  • Supplemental Life and AD&D Insurance
  • Employee Assistance Program
  • Paid Holidays
  • Paid Vacation
  • Paid Volunteer Time
  • Inhabit Employee Discount Programs

Our Company is an Equal Opportunity Employer and complies with all federal, state, and local laws, including providing reasonable accommodations to applicants. 

Skills Required

  • Strong organization skills
  • Strong communication skills
  • Ability to meet scheduled activities while balancing competing priorities
  • Desire to progress and learn new skills
  • Works well in a team environment
  • Results-oriented attitude
  • Commitment to meeting the needs of fellow employees and external customers
  • Ability to learn proprietary and third-party software
  • Proficiency in Microsoft Windows and Microsoft Office Suite
  • U.S. work authorization
  • Post high school education
  • Experience with travel insurance and/or property and casualty insurance
  • Insurance accounting or compliance experience

Inhabit IQ Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Inhabit IQ and has not been reviewed or approved by Inhabit IQ.

  • Leave & Time Off Breadth Flexible PTO, paid company holidays, and paid volunteer time are explicitly offered. Feedback suggests flexibility around time away is experienced as a strong point.
  • Parental & Family Support Feedback suggests parental and bonding leave have been expanded recently, indicating family-supportive policies. These updates align with broader impressions of supportive time-away practices.
  • Wellbeing & Lifestyle Benefits Employee Assistance Program, wellness resources, discounts via Working Advantage, and company swag are included. Access to these perks complements the core coverage and day-to-day experience.

Inhabit IQ Insights

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The Company
2,630 Employees
Year Founded: 2016

What We Do

Inhabit IQ is a software company that provides a tech-forward ecosystem of products and best-in-class solutions for the residential, vacation, and commercial property management industries.

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