What are the responsibilities and job description for the Office Representative position at CoVerica Agency Alliance?
Benefits:
Location: Dallas, TX (On-Site)
Department: CoVerica Agency Alliance
About The Role
Our team is growing! CoVerica Agency Alliance is adding an Office Representative to help us provide fast, accurate, and professional support to our member agencies. This role is perfect for someone who thrives in a fast-paced environment, keeps things organized, and follows through on every detail without being asked twice.
If you love checking things off your list, meeting deadlines, and making sure nothing falls through the cracks, you’ll fit right in here.
Key Responsibilities
While we welcome all applicants, this role is likely not a fit for you if:
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Tuition assistance
- Vision insurance
Location: Dallas, TX (On-Site)
Department: CoVerica Agency Alliance
About The Role
Our team is growing! CoVerica Agency Alliance is adding an Office Representative to help us provide fast, accurate, and professional support to our member agencies. This role is perfect for someone who thrives in a fast-paced environment, keeps things organized, and follows through on every detail without being asked twice.
If you love checking things off your list, meeting deadlines, and making sure nothing falls through the cracks, you’ll fit right in here.
Key Responsibilities
- Service Request Management
- Claim all service requests (cases) within 24 hours.
- Target resolution within 48 hours, posting proactive updates until closed.
- Apply the same process to service emails, Service Folder requests, and EzLynx issues.
- Quote Folder Management
- Clear the Quote Folder first thing each morning.
- Distribute new requests at least every 1.5 hours.
- Fully clear the folder by day’s end or arrange backup coverage.
- Maintain accurate records in Salesforce, NetWeb, and Outlook.
- Retrieve policies from carrier sites on schedule and deliver to the correct agent.
- Process cancellations, reinstatements, endorsements, and changes promptly.
- Work with agencies to collect missing details for new business quotes.
- Support administrative tasks and team projects as assigned.
- Licensed in insurance for at least 2 years (Property & Casualty license strongly preferred).
- Proficient in Salesforce – a huge plus that will set you apart.
- Impeccable follow-through – You meet deadlines and communicate proactively.
- Strong attention to detail – You spot and fix errors before they cause problems.
- Accountability – You take ownership of your work and results.
- Clear communicator – You keep stakeholders informed without being prompted.
- Organized multitasker – You manage competing priorities without sacrificing quality.
While we welcome all applicants, this role is likely not a fit for you if:
- You often need reminders to complete tasks.
- You are uncomfortable working with deadlines.
- You struggle to keep multiple priorities organized.
- You avoid direct communication when you hit a roadblock.
- Active insurance license with minimum 2 years of industry experience.
- 2–3 years of administrative or customer service experience.
- Proficient in Microsoft Office; Salesforce experience is a major bonus.
- Experience in a fast-paced, high-volume environment.
- Professional, reliable, and team-oriented attitude.
- Be part of a growing, collaborative team.
- Opportunities for learning and advancement in the insurance industry.
- A supportive culture built on integrity, accountability, and excellence.
