Agency Services Specialist

Heritage-Insurance; Tampa (FL); On-site; USD 57,308,000 - 60,174,000; Full time

Benefits offered by this job

Benefits Eligible

Job summary

Heritage Insurance Holdings, Inc. is seeking an Agency Services Specialist in Tampa, FL to handle agent contracting, licensing, reinstatements, cancellations, and regulatory appointments.

This fully in-office role focuses on accurate processing and timely follow-up to ensure compliance and data integrity across agency records. The ideal candidate will support agents and clients with licensing status, policy processing inquiries, and communications, while maintaining strong attention to detail

Qualifications

• High school diploma or equivalent required.

Responsibilities

• Process agent contracting applications, licensing packets, reinstatements, cancellations, and related documents; review all materials for accuracy and proactively follow up on missing information.
• Personally ensure licensing and regulatory requirements are met for agents.
• Manage Office of Insurance Regulation (OIR) agent appointments.
• Respond to inquiries from agents, clients, and business partners regarding policy processing and licensing status.
• Prepare agent and client communications per established procedures.
• Verify accuracy of internal/external insurance records; maintain up-to-date data across agency files.
• Contact agencies to confirm/update key contact information and contracting documentation.
• Support servicing of existing clients and help resolve agency or client concerns.
• Collaborate with colleagues and external stakeholders in a professional manner.
• Assist with special projects and provide general administrative support as needed.
• Ensure activities comply with regulations and company policies.

Skills

Customer service

Attention to detail

Communication

Time management

Independent work

Teamwork

Problem solving

Research

Organization

Education

High school diploma or equivalent

Associate's degree preferred

4-40 Customer Service Representative License preferred

Tools

Microsoft Office

Insurance processing software

Job description

Agency Services Specialist

Full Time Tampa, FL Tampa, FL, US

Salary Range: $20.00 To $21.00 Hourly

This is an administrative support role, pay ranges $20-$21 hourly, and this is a fully in office role.

Location: Westshore City Center - Tampa, FL
Department: Agency Services
Employment Type: Full-Time, Non-Exempt, Benefits Eligible(1st of the month, following date of hire, no waiting period!)

About the Role

As a publicly traded leader in the Property & Casualty insurance industry, we are committed to delivering exceptional service, maintaining operational excellence, and supporting our network of valued agency partners. We are seeking a highly organized and detail-driven Agency Contracting & Licensing Specialist to join our growing team.

In this role, you will manage the end-to-end processing of agent contracting, licensing, reinstatements, cancellations, and regulatory appointments. This position plays a critical part in ensuring compliance, safeguarding the accuracy of company records, and supporting agents, clients, and internal teams with professionalism and exceptional service.

What You'Le Do

• Process agent contracting applications, licensing packets, reinstatements, cancellations, and related documents; review all materials for accuracy and proactively follow up on missing information.


• Serve as a knowledgeable resource for agents, providing guidance on licensing, appointment status, and regulatory requirements.


• Manage all Office of Insurance Regulation (OIR) agent appointments.


• Respond to inquiries from agents, clients, and business partners regarding policy processing and licensing status.


• Prepare agent and client communications in accordance with established procedures.


• Verify the accuracy of internal and external insurance records; maintain up-to-date data integrity across agency files.


• Contact agencies and partners to confirm and update key contact information, website details, and contracting documentation.


• Support servicing of existing clients and help resolve agency or client concerns.


• Collaborate with colleagues, leaders, and external stakeholders in a professional and courteous manner.


• Assist with special projects and provide general administrative support as needed.


• Ensure all activities comply with federal and state insurance regulations, as well as company policies and procedures.

What You Bring

• High school diploma or equivalent required; Associate's degree preferred.


• 4-40 Customer Service Representative License preferred, but not required.


• At least two years of experience in customer service, office administration, or a related field; experience with insurance processing strongly preferred.


• Prior experience in the Property & Casualty insurance industry is a plus.


• Strong research, investigation, and problem-resolution skills.


• Proficiency with Microsoft Office; experience with industry software or research tools is a plus.


• Outstanding customer service skills and the ability to communicate professionally with internal and external partners.


• Analytical thinker with strong problem-solving abilities and a commitment to delivering results.


• Ability to work independently in a fast-paced environment while managing multiple priorities.


• Meticulous attention to detail and strong organizational skills.


• Team-oriented mindset with the ability to contribute to a positive, collaborative work environment

General Information

All employees must pass a pre-employment background check. Other checks may be needed based on position: driving history, credit report, etc.

• The preceding job description has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Heritage Insurance Holdings, Inc. is an Equal Opportunity employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law