Agency Licensing & Onboarding Specialist

Cypress Property & Casualty Insurance Company; Florida; On-site; USD 42,000 - 65,000; Full time

Job summary

Cypress Property & Casualty Insurance Company is seeking an Agency Services Specialist to coordinate between agencies, development managers, and senior sales leadership. You will manage licensing, contracting, and agent records while supporting compliance and reporting on state activity.

The role emphasizes accurate filing, timely processing of appointments/ renewals, and collaboration with teams to implement new processes and training.

Qualifications

• High school diploma or GED; advanced degree preferred.
• 3–5 years in customer service or call center environment.
• Property and casualty license a plus; bilingual is a plus.

Responsibilities

• Proactively answer inquiries via phone and email regarding agents.
• Process applications and appointment/renewal requests per regulations and contracts.
• Maintain agent files and update information in systems.
• Create and deliver Book of Business reports for Agents.
• Collaborate with management to implement new processes and training.

Skills

Customer service

Communication

Time management

Detail oriented

Bilingual English/Spanish

Education

High School Diploma/GED

Advanced degree preferred

Tools

Microsoft Office

HubSpot

Adobe

Claude

Job description

Cypress Property & Casualty Insurance Company is seeking an Agency Services Specialist to coordinate between agencies, development managers, and senior sales leadership. You will manage licensing, contracting, and agent records while supporting compliance and reporting on state activity.

The role emphasizes accurate filing, timely processing of appointments/ renewals, and collaboration with teams to implement new processes and training.