[Hiring] Sales Operations Support Representative @Brown & Brown Insurance

Role Description

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
• 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.

How You Will Contribute:

• 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.
• Partner 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.

Qualifications

• 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.
• Typing 50+ wpm preferred.
• Excellent communication skills, both written and verbal.

Requirements

• General Lines Agent License (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.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Company Description

Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in:

• Construction
• General casualty
• Environmental liability
• Professional liability
• Health care
• Public entity
• Workers’ comp
• Property and personal lines

With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.

Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach.