Agency Account Associate

Description

This position serves as a stepping stone into a sales career; therefore, ideal candidates will demonstrate a strong interest in learning, developing their skills, and ultimately transitioning into a client‑facing sales role.

Provide administrative and operational support to the Northeast Florida Agency Account Manager and Management. Responsibilities include running monthly sales and production reports, assisting with the collection and resolution of outstanding agent items, and helping clear outstanding balances for canceled agents. The role also supports event planning by researching and evaluating venues, coordinating logistics, and scheduling agent appointments. In addition, this position works closely with the education and marketing departments to coordinate agent training and manage marketing collateral inventory to ensure materials are organized and readily available.

• Support Northeast Florida Agency Account Manager and Management in support of business development objectives.
• Run monthly sales and production reports and work with the Northeast Florida Agency Account Manager to evaluate agent revenue, order count, performance and identify trends.
• Assist with collection of outstanding agent items including non‑remitted policies, accounts receivable, escrow reconciliations, weekly escrow shortages, E&O and bond renewals, search fees, open inventory and other items directed by management.
• Assist with the resolution to clear all outstanding items relating to canceled agencies.
• Coordinate with the Northeast Florida Agency Account Manager to plan events for key agents, including lunch & learns, picnics, award celebrations and holiday parties.
• Partner with the Northeast Florida Agency Account Manager to plan the annual agent appreciation event.
• Plan and research venues, space plans, food and beverage options and pricing; onsite event management may be required for larger events.
• Schedule agent appointments as needed.
• Work with Education to schedule Realtor training events with agents.
• Manage marketing collateral inventory to ensure appropriate items are available as needed.
• Coordinate and support in‑person agency visits at agents’ office locations.
• Comply with company policies, procedures, regulatory requirements and complete mandatory compliance training by prescribed deadlines.
• Work scheduled hours Monday through Friday.
• Work overtime as requested by management, including after‑hours events.
• Maintain dependable, reliable, punctual attendance, including in‑office or out‑of‑hours events.
• Accept supervision, direction and constructive feedback.
• Collaborate and interact professionally with all levels of management, employees and customers via email, phone, video and in person.
• Demonstrate courtesy, flexibility, professionalism and responsiveness to supervisor, co‑workers and customers.
• Perform other duties as assigned.

• Event planning experience is preferred.
• Must reside in the Northeast Florida geographic area.
• Basic computer skills including proficiency in Microsoft Office Suite and Outlook.
• Ability to work in a fast‑paced environment while meeting prescribed deadlines.
• Strong attention to detail, excellent organization, prioritization, and multi‑tasking.
• Act independently with sound judgment and initiative.
• Clear, grammatically correct written and verbal communication.
• Active listening and awareness of non‑verbal communication cues.

• Excellent professional written, verbal, listening, and communication skills.
• Personable, positive, and professional representative of the company.
• Accept general supervision.
• Foster, develop and maintain professional and collaborative working relationships with peers, employees, supervisors, customers, and vendors; lead by example.

• Ability to work with confidential information.
• Perform under pressure and remain flexible with disruptions.
• Repetitive keyboard activity and screen interaction.
• Local/daily travel by automobile and overnight business travel by air or automobile across Northeast Florida.

• Comprehensive medical, prescriptions,…