Agency Onboarding Specialist

The insurance industry is evolving, and SIAA is excited to drive this evolution. As the premiere agent alliance, we have created the strongest network where independent insurance agencies can accelerate their growth by accessing diverse products from the most reputable carriers available. We make a difference in people’s lives by helping them build successful careers and businesses, and when we achieve this for our member agencies, our strategic partner carriers, and for our internal team, the potential for our collective success is unlimited.

As a Great Place to Work, SIAA embraces the unique experience, background, and perspective that each individual brings, and we are connected by the common core values that drive our success: Persistent Positivity, Intellectual Curiosity, Humble Authenticity, Selfless Collaboration, and Solution-Driven. Join a team that is relentless in its pursuit of continuous improvement and execution of forward-thinking ideas. If you are looking for an organization where your ideas are heard, your feedback is valued, and your opportunities to learn and grow abound, look no further than SIAA and our master agency network.

SAN Group, the founding master Agency of SIAA, The Agent Alliance, and New England's largest master agency, has a new opportunity for an Agency Onboarding Specialist. The Agency Onboarding Specialist plays a crucial role in ensuring a seamless transition for new member agencies by providing comprehensive training and support. This position focuses on educating new members on processes, technology platforms, and industry best practices to maximize their efficiency and success. The ideal candidate is detail-oriented, a strong communicator, and proficient in training both individuals and groups. 

Key Responsibilities:

• Facilitate onboarding for all new member agencies, with a primary focus on process training and technology utilization.
• Conduct one-on-one and group training sessions on the use of raters, including EZLynx and PL Rater.
• Provide training on Nexsure Retail Agent Portal and SIAA’s iConnect to ensure effective utilization.
• Master and deliver training on SIAA’s Optimizing AccessPlus Resources (OAR) Manual to support new members.
• Oversee the implementation and completion of the Agency Foundation Program 3.0 for start-up member agencies.
• Promote and provide training on SIAA’s Training and Learning Center (TLC) and MarketFinder resources.
• Collaborate with Agency Growth Coaches and Regional Vice Presidents to offer additional training and serve as a resource for member agencies.
• Maintain frequent communication with internal teams to align efforts and ensure consistency in onboarding support.
• Utilize follow-up procedures to document and track discussions with agencies, ensuring accountability and progress.
• Attend and actively participate in all Master Agency meetings.
• Perform additional duties as directed.

Qualifications & Skills:

• Prior experience in insurance agency operations, onboarding, or training is preferred.
• Strong understanding of insurance rating platforms (EZLynx, PL Rater) and agency management systems (Nexsure).
• Excellent communication and presentation skills, with the ability to train individuals and groups effectively.
• Strong organizational skills with the ability to manage multiple onboarding processes simultaneously.
• Proficiency in Microsoft Office Suite and other relevant technology tools.
• Self-motivated with a proactive approach to problem-solving and process improvement.
• Ability to travel occasionally for training sessions and agency meetings as needed.

Minimum Qualifications Education and/or Experience

• Bachelor's degree (B.A., B.S.) from a four-year college or university; or two plus years related experience and/or training; or equivalent combination of education and experience.
• Property and casualty insurance company, wholesale insurance, and/or agency experience required.
• Ability to multi-task in fast paced environment.
• Comfortable with independent work as well being a team leader.
• Must have ability to communicate effectively one–on-one and to larger groups via multiple mediums.

Certificates, Licenses, Registrations: Property and Casualty License and Designations preferred, but not required.

SIAA is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

SIAA participates in E-Verify.