Operations Specialist

MarshBerry

11d

About The Position

MarshBerry is currently seeking an Operations Specialist for our Richmond, Virginia office. The Operations Specialist will be responsible for delivering exceptional customer service to FirstChoice members and play a key role in helping members with inquiries, responding to service requests, updating the agency management system (AMS) with carrier and client information, and assisting the Risk Placement Team.

Requirements

• High School diploma required, college degree preferred (A.A, + degree or equivalent).
• Minimum of 3-5 years experience in a customer service role. Prior insurance experience is a plus.
• P&C license preferred.
• Proficient with technology including Microsoft Word, Excel, PowerPoint, and Access or similar database. Experience with an Agency Management system such as Applied Epic is preferred.
• Attention to Detail: Takes pride in the quality of one's work output. Naturally pays close attention to work and takes accountability for accuracy, consistency, and thoroughness.
• Customer Service: Consistently demonstrates a "customer first" attitude. Ensures the customer has a complete and satisfactory experience in terms of products/services rendered and questions/concerns addressed.
• Prioritization: Organizes job duties. Meets deadlines. Aligns projects and tasks with corporate objectives. Ensures work being completed aligns with successful achievement of corporate, departmental, and team goals and deadlines issued.
• Strong written and verbal communication skills with demonstrated creativity with regard to work.
• Team oriented: Positive and professional, maintains good working relationships with team members throughout MarshBerry. Remains opens to others’ ideas and exhibits a willingness to try new things.
• Resourcefulness: Identifies and utilizes resources available to effectively achieve objectives. Able to size up new situations or challenges and determine how to respond adeptly and quickly. Makes the most of the tools available.
• Integrity: Upholds the highest ethical standards in one's behaviors and activities.
• Ability to lift up to 25 pounds.

Responsibilities

• Respond to service requests from FirstChoice members. Act as liaison with carriers and members to resolve client issues.
• Check carrier websites daily to download policies, endorsements, audits, billing information, etc. and update the AMS accordingly with the information obtained.
• Audit commission splits and communicate discrepancies to the appropriate team members. Serve as liaison with accounting to resolve issues.
• Assist Risk Placement Team with service requests as needed.
• Stay up to date with industry regulations to ensure all interactions and processes adhere to industry requirements and FirstChoice standard operating procedures.
• Cultivates and maintains effective relationships with potential internal/external clients, partners, and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Act as back up to other service personnel as needed.
• Additional responsibilities and projects as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees