Sales Operations Support Representative

New

Based in the United StatesFull-TimeMiddle

Salary23 USD per hour

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Job Details

Experience: Three or more years of customer service or related experience is preferred.
Required Skills: Microsoft ExcelCustomer serviceAttention to detailTime Management

High school diploma or equivalent required.
Associate degree or higher preferred.
Three or more years of customer service or related experience preferred.
General knowledge of insurance concepts, underwriting practices, and procedures is advantageous.
General Lines Agent License preferred.
Ability to learn and navigate multiple computer systems and data-processing procedures.
Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
Strong written and verbal communication skills with a customer-focused approach.
Excellent attention to detail, organization, time management, and follow-through.
Ability to work independently and collaborate with colleagues and cross-functional teams.
Ability to manage multiple priorities and adapt to changing schedules and operational needs.
Ability to handle confidential information responsibly and exercise sound judgment.
Typing speed of 50+ words per minute preferred.

Respond to phone, chat, and email inquiries and resolve agency questions or concerns.
Create new and renewal insurance invoices and support policy servicing.
Obtain, stamp, organize, and maintain documentation required by states and insurance carriers.
Issue cancellation and non-renewal notices in accordance with state-specific requirements and procedures.
Research and correct agency discrepancies, processing errors, and other operational issues.
Review documentation and information for compliance with regulations, standards, and internal procedures.
Handle confidential customer and policy information with discretion.
Partner with departments, agents, and carriers to resolve issues and address operational needs.
Follow standard operating procedures and provide feedback on process or documentation improvements.
Cross-train with peers and other departments to expand operational knowledge and team coverage.

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