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jkuntz@pti.insure

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Agency Advocate

Peoples Trust Insurance – Deerfield Beach, FL

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Performance summary

Sponsored (data shown between Jan 1, 2025 - Jan 17, 2025)For more detailed data, visit the performance report.

1,357

Impressions

107

Clicks

100

Clicks (sponsored)

Started applications

Applications

Sponsorship performance

$1.43

Avg cost per click (CPC)

$143.30

Total cost

$55.00

Job budget (daily)

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Metrics over time

ImpressionsClicksClicks (sponsored)Started applicationsApplications

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01/0101/0201/0301/0401/0501/0601/0701/0801/0901/1001/1101/1201/1301/1401/1501/1601/17015304560015304560

Job description

SUMMARY: The Agency Advocate, as part of the Agency Support Team, serves as the liaison between PTI partner agents and internal departments. The Agency Advocate is responsible for maintaining our operations and delivering the highest quality of Business-to-Business service to our appointed and prospective agencies. You will work closely with other Agency Support Team members on tasks and projects as needed, utilizing interpersonal and communication skills to cultivate strong relationships with agents and internal departments.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Responsible for maintaining operations and delivering the highest quality of business-to-business service to our appointed and prospective agency partners
Monitor shared department email inboxes and inbound phone queues
Effectively handle outbound call or email campaigns and outreach projects as assigned
Communicate company guidelines and policies effectively to agents, via phone calls, virtual meetings, trainings, emails, etc. as necessary
Process Agent of Record (AOR) change requests for producers per guidelines
Provide assistance to agents experiencing login issues with our policy management system and/or document portal and respond to any login-related questions, as needed
Assist agency partners with escalated inquiries, working with management of other internal departments as needed
Effectively contact agents to discuss sales targets, training opportunities, guidelines, etc.
Manage and maintain agency information including Agency Administration (changes to address, phone, contact info, etc.), and obtaining E&O renewal documents
Handle appointment process for prospective agents by fielding the intake call or email; explaining our appointment process, expectations, and underwriting guidelines; setting the agency up in our management systems; reviewing paperwork submitted, etc.
Participate in system user acceptance testing and quality assurance testing, working directly and attending calls/meetings with our development team as needed
Assist with coordinating agency visits and events, including industry trade shows, and events
Create and maintain department Standard Operating Procedure documentation as needed
Perform other duties as assigned

REQUIRED QUALIFICATIONS AND SKILLS:

The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully:

4-40, 20-44, or 2-20 licensed
Previous Property & Casualty industry experience, ideally prior agency experience with homeowners and/or flood insurance
Ability to work independently and within a team environment to carry out assignments to completion within parameters of instructions given
Exhibit strong organizational skills with a proven ability to juggle multiple projects at a time and prioritize, while maintaining attention to detail, efficiency, and high customer service standards
Working knowledge of MS Office (Excel, Word, PowerPoint, Outlook, Teams)

Availability to work extended hours if necessary

People's Trust Insurance

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