Careers

Sales & Marketing

Product & Engineering

Operations & Customer Success

Account Manager

The Account Manager’s primary responsibility is to create long-term relationships with our customers, seek to understand customer needs and recommend solutions. The account manager role will oversee a portfolio of assigned customers and to develop new business from those existing clients.

Agency Management System Trainer

The Agency Software Trainer’s primary responsibilities include providing guidance, recommendations, and training in the usage of Vertafore products including the training of new staff on all aspects of using Sagitta, AMS360, and ImageRight etc. and existing staff on system enhancements and refresher training.

Agency Management System Administrator – Vertafore

The Agency Management System Administrator is responsible for the proper setup, management, and maintenance of Sagitta, AMS360, BenefitPoint and WorkSmart products and processes including download, TransactNow, PLRating, reporting etc. for Helix clients via its various managed services. This role involves ensuring the smooth functioning of the system, troubleshooting any issues, and helping customers realize the full potential of their investments from their systems.

Agency Management System Administrator – Applied

The Agency Management System Administrator is responsible for the proper setup, management, and maintenance of Applied Epic and CSR24 products and processes including download, reporting, etc. for Helix clients via its various managed services. This role involves ensuring the smooth functioning of the system, troubleshooting any issues, and helping customers realize the full potential of their investments from their systems.

About Us

Helix Agency Services is a specialized provider of managed and professional services for independent insurance agencies and the broker marketplace.