Sales Operations Support Representative

Brown & Brown Insurance

12d

About The Position

The Sales Operations Support Representative provides stellar customer service to our agents through their daily tasks. These tasks may include 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.

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.
Second look policy review, stamp, and organize documentation required by states and/or carriers.
Prepare notices of cancelation and non-renewals for mailing in accordance with state-specific guidelines.
Review policy information in comparison to guidelines and correct/solve 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 trains with peers and other departments.