Sales Operations Support Representative II

Brown & Brown Insurance

2d•$19 - $23

About The Position

LocalEdge Brokerage is seeking a Sales Operations Support Representative II to join their growing team. This role provides stellar customer service to agents through daily tasks such as providing product/services information, researching payment history, issuing various policy changes, updating policy records, and resolving emerging problems with accuracy and efficiency. Working as a team with other departments and/or offices is critical to being successful in this role.

Requirements

High School diploma or equivalent.
Aptitude to learn multiple computer systems.
Proficiency with Microsoft Office Package (Excel, Word, Outlook).
Ability to work independently or in a team environment to achieve common goals.
Knowledge of data processing capabilities and procedures.
Schedule flexibility
Attention to detail
Time management
Organizational skills
Ability to demonstrate, understand, and apply department values: communication, accuracy, reliability, and excellence.
Excellent communication skills, both written and verbal.

Nice To Haves

Typing 50+ wpm preferred.
Associate degree or higher preferred.
3+ years of experience in customer service or related field
General knowledge of standard insurance concepts, underwriting practices, and procedures preferred.
General Lines Agent License

Responsibilities

Answer phones, chats, emails, and process tasks to solve agency issues, questions, or concerns.
Create new and renewal of insurance invoices.
Obtain, stamp, and organize documentation required by states and/or carriers.
Issue notices of cancelation and non-renewals in accordance with state specific guidelines.
Solve and/or correct agency request discrepancies or processing errors.
Evaluate documentation and information to determine compliance with regulations or standards.
Handle confidential information with tact and discretion.
Partners with other departments, agents, and carriers to resolve issues and address needs.
Follow Standard Operating Procedures for all tasks performed and provide feedback to Leaders for revisions.
Reflect a positive attitude toward others.
Cross train with peers and other departments.