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The Role
Supports insurance agents with onboarding, licensing, appointments, commissions, billing, policy documentation, agency updates, and compliance requirements. Reviews applications, maintains Salesforce records, coordinates with underwriting, licensing, accounting, and management teams, and follows up on pending items. Provides professional phone and email service while assisting with administrative tasks and special projects.
Summary Generated by Built In
COMPANY OVERVIEW:
Founded in 1989, United Automobile Insurance Company is an innovative and established organization looking for a Sales and Operations Support Specialist (Agency Support) to join our team. Family-owned, UAIC, is one of the largest privately held property and casualty insurance companies in the United States. The key to our growth and success is a commitment to providing quality service to our agents and customers, by providing disciplined underwriting, and strategic claims handling. Our ongoing efforts to invest substantial resources in personnel and technology are the foundation of our promise of assuring maximum efficiency and specialized operations in the industry. We are proud that our independent agents and customers have recognized our dedication by making UAIC the market leader in every state where we conduct business.
SCOPE:
The Sales and Operations Support Specialist (Agency Support) will provide essential assistance to the sales and marketing team. The role involves them assisting insurance agents with onboarding, licensing, appointments, commissions, policy support, and general agency service needs. This role serves as a liaison between agents, internal departments, and insurance carriers to ensure timely processing and excellent customer service.
This is a remote opportunity, and the ideal candidate will be seated in the Miami Dade or Broward Country area.
DUTIES:
Key Responsibilities
Qualifications
Skills
BENEFITS:
Founded in 1989, United Automobile Insurance Company is an innovative and established organization looking for a Sales and Operations Support Specialist (Agency Support) to join our team. Family-owned, UAIC, is one of the largest privately held property and casualty insurance companies in the United States. The key to our growth and success is a commitment to providing quality service to our agents and customers, by providing disciplined underwriting, and strategic claims handling. Our ongoing efforts to invest substantial resources in personnel and technology are the foundation of our promise of assuring maximum efficiency and specialized operations in the industry. We are proud that our independent agents and customers have recognized our dedication by making UAIC the market leader in every state where we conduct business.
SCOPE:
The Sales and Operations Support Specialist (Agency Support) will provide essential assistance to the sales and marketing team. The role involves them assisting insurance agents with onboarding, licensing, appointments, commissions, policy support, and general agency service needs. This role serves as a liaison between agents, internal departments, and insurance carriers to ensure timely processing and excellent customer service.
This is a remote opportunity, and the ideal candidate will be seated in the Miami Dade or Broward Country area.
DUTIES:
Key Responsibilities
- Assist agents with onboarding and appointment processes.
- Review applications and supporting documents for accuracy and completeness.
- Process agency updates, terminations, reinstatements, and ownership changes.
- Communicate with agents regarding missing documentation and compliance requirements.
- Support commission, sweep account, and billing-related requests.
- Maintain accurate notes and records in Salesforce.
- Coordinate with underwriting, licensing, accounting, and management teams.
- Monitor pending items and follow up to ensure timely resolution.
- Provide professional customer service via phone and email.
- Assist with special projects and administrative tasks as assigned.
Qualifications
- Previous insurance agency or administrative support experience preferred.
- Knowledge of agency licensing and carrier appointment processes is a plus.
- Strong communication and organizational skills.
- Ability to multitask and prioritize in a fast-paced environment.
- Proficiency in Microsoft Office and Salesforce preferred.
- Detail-oriented with strong problem-solving abilities.
Skills
- Customer service
- Communication
- Time management
- Data entry and documentation
- Team collaboration
- Attention to detail
- Follow-up and task management
BENEFITS:
- 401(k) Retirement Savings Plan with employer match.
- Comprehensive Medical, Prescription Drug, Vision, and Dental Insurance
- Paid Time Off, Holidays, and Leave programs.
- Flexible spending accounts
- Basic Life Insurance and Voluntary Life/ADD
- Short Term and Long-Term Disability
Skills Required
- Previous insurance agency or administrative support experience
- Knowledge of agency licensing and carrier appointment processes
- Strong communication skills
- Strong organizational skills
- Ability to multitask and prioritize in a fast-paced environment
- Proficiency in Microsoft Office
- Proficiency in Salesforce
- Detail-oriented with strong problem-solving abilities
- Customer service skills
- Data entry and documentation skills
- Team collaboration skills
- Attention to detail
- Follow-up and task management skills
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The Company
What We Do
United Automobile Insurance Company was incorporated on March 2, 1989 in Miami Gardens, FL to provide a high quality and low cost insurance product to the non-standard automobile insurance market. The company is family owned and it is one of the largest privately held property and casualty insurance companies in the United States
