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This role is dedicated to enhancing the onboarding, training, and long-term success of our producers. The Producer Services Coordinator will serve as a central resource to ensure all producers are equipped with the tools, knowledge, and support they need to succeed. Additionally, the role will provide ongoing operational and administrative support to current producers—helping to drive consistency, efficiency, and growth across our team. This position will require monthly travel between our various branch locations.

See below for the full job description:

Job Summary:

The Producer Operations Support role is critical in providing operational, administrative, and training support to new and existing producers. This position focuses on new producer orientation, technical onboarding, system training, carrier market knowledge, and access to subscription-based producer resources. The Producer Operations Support specialist will act as a key resource to ensure producers are equipped with the tools, training, and support they need to be successful. Monthly travel to branch locations is required to provide in-person support, facilitate training sessions, and build stronger connections with producers and teams.

Key Responsibilities:

• New Producer Orientation:
  • Coordinate and conduct comprehensive onboarding sessions for new producers.
  • Provide new producers with necessary company logins, access credentials, and training resources.
  • Introduce new producers to marketing representatives and internal support teams.
• System and Technology Support:
  • Provide basic training on EPIC agency management system functionality and workflows.
  • Assist producers with understanding and utilizing Zywave and other producer subscription resources such as Vertafore, Xdate, .
• Carrier Knowledge and Resources:
  • Maintain a strong working knowledge of key insurance carriers and their target markets.
  • Educate producers on carrier appetite, underwriting requirements, and available resources.
  • Facilitate contract setup and manage company appointment processes.
• Producer Relationship Management:
  • Be a consistent, go-to resource for producers to address questions, troubleshoot issues, and provide guidance as needed.
• Training & Development Support:
  • Partner with internal marketing and carrier representatives to arrange introductory meetings and trainings for new producers.
  • Assist in developing and updating producer onboarding and training materials.
• Administrative Duties:
  • Track onboarding progress, licensing status, carrier appointments, and training completion.
  • Maintain accurate records of producer resources, subscriptions, and credentials.

Qualifications:

• Education:
  • Bachelor’s degree in Business, Insurance, Communications, Marketing, or a related field preferred.
  • Equivalent experience int the insurance industry will be considered in lieu of a degree.
  • Minimum 2 years’ experience in insurance operations, producer support, agency onboarding, or a related field.
  • Familiarity with EPIC or other agency management systems strongly preferred.
  • Knowledge of property and casualty insurance market and carrier relationships a plus.
• Experience:
  • 2+ years of experience in insurance operations, producer support, agency onboarding, or related field.
  • Familiarity with EPIC or other agency management systems strongly preferred.
  • Knowledge of property and casualty insurance markets and carrier relationships is a plus.
• Skills:
  • Strong communication and interpersonal skills.
  • Exceptional organizational skills and attention to detail.
  • Ability to manage multiple projects and meet deadlines.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) or Google Workspace.
  • Familiarity with tools such as Zywave, CRM platforms, and other producer support systems.
  • Ability to work independently while collaborating effectively with various teams.