Agency Services Coordinator
Department:
Agency Experience
Typical Tenure for this Role:
1-3
Promotion to this role is subject to availability.
Role Overview
Role Description
The Agency Services Coordinator is responsible for the seamless onboarding of new agency partners, ensuring they are successfully integrated into our suite of service offerings. This role supports sales enablement programs by managing campaign setups and fostering positive, professional relationships between Plymouth Rock and its partners. Beyond coordination, this is a data-driven role: the Coordinator is responsible for running and updating reports, building critical communication pipelines, and rigorously testing processes to identify errors or opportunities for operational efficiency.
Key Skills & Competencies
The focus for this role is on administrative precision, project coordination, and professional diplomacy:
Operational Accuracy:
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Attention to Detail: Ensures that contracts, commitment letters, and data pipelines are built correctly and on time.
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Reporting & Analysis: Proficiency in updating and distributing reports that guide business decision-making.
Relationship & Communication:
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Active Listening & Friendliness: Acts as a helpful, professional point of contact for agency partners during the sensitive onboarding phase.
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Cultural Alignment: Operates with a strong adherence to the company’s cultural statement and values.
Problem Solving & Critical Thinking:
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Process Testing: Actively looks for "bugs" or inefficiencies in the onboarding workflow and proposes solutions.
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Critical Thinking: Evaluates program implementation steps to ensure smooth communication across internal teams.
KPIs
Success is measured by the speed and accuracy of program implementation:
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Onboarding Efficiency: Agencies are fully onboarded by their scheduled Service Center enrollment date.
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Reporting Reliability: Consistently meets all timelines for report and analysis delivery.
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Campaign Readiness: Ensuring all contracts, commitment letters, and email pipelines for remarketing programs are built and ready on schedule.
Role Development
Learning and Development
The following trainings/certifications are required for this role:
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Excel
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Project Management training
The following trainings/certifications are an advantage for this role:
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P&C License
Guidelines for Promotion into this Role
Advancement into this role is merit-based for candidates who demonstrate:
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Agency Experience: A foundational understanding of how independent agencies operate.
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Project Experience: A history of successfully contributing to team-based projects or administrative implementations.
Beyond this Role
Common Next Roles
Similar Roles
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