Agency Appointment Specialist

AmTrust Financial Services, Inc.; Cleveland (OH); Hybrid; USD 23,000 - 33,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) retirement plan

PTO and holidays

Life and disability insurance

Employee assistance and wellness

Career development

Job summary

AmTrust Financial Services, Inc. is seeking an Agency Appointment Specialist to build and maintain relationships with agency partners, ensuring accurate onboarding, compliance, and administration.

This hybrid role requires 4 days in office and 1 remote day weekly, with offices in Cleveland, OH or Southington, CT. You will manage onboarding and maintenance of agency partners, review applications for completeness, and support regulatory filings while collaborating cross-functionally to drive

Qualifications

• Experience with Microsoft Office suite including Excel, Adobe and SharePoint.
• Strong analytical and organizational skills with attention to detail.
• Excellent written and verbal communication across all levels.
• Effective time management in fast-paced environment.

Responsibilities

• Manage the onboarding, appointment, and maintenance of agency partners.
• Review agency applications and documentation for completeness and accuracy.
• Support compliance efforts by reviewing state laws, regulations, and licensing requirements.
• Maintain agency records, including commission updates, authority changes, product access, and organizational updates.
• Utilize agency management systems and web-based tools to support daily operations.
• Coordinate information required for state appointments and regulatory filings.
• Partner with internal teams on research projects, process improvements, and operational initiatives.
• Ensure adherence to company guidelines, authority levels, and regulatory requirements.

Skills

Attention to detail

Analytical skills

Written communication

Verbal communication

Time management

Tools

Microsoft Office

Excel

Adobe

SharePoint

Job description

Are you detail-oriented, organized, and passionate about supporting business growth? As an Agency Appointment Specialist, you'll play a key role in building and maintaining relationships with our agency partners by ensuring accurate onboarding, compliance, and agency administration. This position offers the opportunity to work cross-functionally, contribute to important operational initiatives, and make a direct impact on the success of our distribution network.

Note, this role is on a hybrid schedule with 4 days in the office and 1 remote day each week out of either our Cleveland, OH or Southington, CT office

What You'll Do

• Manage the onboarding, appointment, and maintenance of agency partners.
• Review agency applications and documentation for completeness and accuracy.
• Support compliance efforts by reviewing state laws, regulations, and licensing requirements.
• Maintain agency records, including commission updates, authority changes, product access, and organizational updates.
• Utilize agency management systems and web-based tools to support daily operations.
• Coordinate information required for state appointments and regulatory filings.
• Partner with internal teams on research projects, process improvements, and operational initiatives.
• Ensure adherence to company guidelines, authority levels, and regulatory requirements.

What You'll Bring

• Strong proficiency in Microsoft Office, including Excel, as well as Adobe and SharePoint.
• Excellent analytical and organizational skills with a keen attention to detail.
• Strong written and verbal communication skills and the ability to collaborate across all levels of the organization.
• Effective time management skills with the ability to prioritize multiple responsibilities in a fast-paced environment.

The expected salary range for this role is $17/hr-$24.00/hr

Why Join Us?

At AmTrust, you'll be part of a collaborative team that values innovation, professional growth, and operational excellence. We empower employees with opportunities to learn, develop new skills, and contribute meaningfully to the business while supporting a culture of teamwork and accountability.

Benefits Highlights

We offer a competitive total rewards package designed to support your health, financial well-being, and work-life balance, including:

• Medical, dental, and vision coverage
• Competitive 401(k) retirement savings plan
• 18 days of PTO and 15 company holidays
• Life and disability insurance
• Employee assistance and wellness programs
• Professional development and career growth opportunities to your employee value proposition.