Sales Operations Support Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Respond to phone calls, chats, emails, and manage tasks to resolve agency-related issues, inquiries, or concerns.

• Conduct a secondary review of policies, stamp, and organize documentation required by state regulations and/or carriers.

• Generate notices of cancellation and non-renewals for distribution in compliance with state-specific regulations.

• Examine policy information against guidelines and rectify any processing errors.

• Assess documentation and information to ensure adherence to regulations or standards.

• Manage confidential information with sensitivity and discretion.

• Collaborate with other departments, agents, and carriers to address issues and meet needs.

• Adhere to Standard Operating Procedures for all tasks and provide feedback to Leadership for potential revisions.

• Maintain a positive attitude towards colleagues.

• Participate in cross-training with peers and other departments.

⛳️ Requirements

• High School diploma or equivalent qualification.

• Ability to learn various computer systems.

• Proficient in Microsoft Office Suite (Excel, Word, Outlook).

• Understanding of data processing capabilities and procedures.

• Strong attention to detail.

• Effective time management skills.

• Excellent organizational abilities.

• Typing speed of 50+ words per minute preferred.

• Over 3 years of experience in customer service or a related field (preferred).

• Basic 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.