Sales Operations Support Representative

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

📋 Description

• Manage phone calls, chat inquiries, and emails while addressing agency-related issues, questions, or concerns.

• Generate invoices for new and renewal insurance policies.

• Collect, stamp, and systematically organize documentation required by state regulations and/or insurance carriers.

• Issue cancellation and non-renewal notifications in line with state-specific regulations.

• Address discrepancies or errors in agency requests.

• Assess documentation and information for adherence to regulations or industry standards.

• Manage confidential information with professionalism and discretion.

• Collaborate with various departments, agents, and carriers to resolve issues and meet needs.

• Adhere to Standard Operating Procedures and provide constructive feedback to leaders for improvements.

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

• Deliver customer service to agents through daily support tasks associated with sales operations.

⛳️ Requirements

• High School diploma or equivalent.

• Ability to learn and navigate various computer systems.

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

• Capability to work independently or collaboratively to meet shared objectives.

• Familiarity with data processing capabilities and procedures.

• Flexible scheduling availability.

• Strong attention to detail.

• Effective time management skills.

• Excellent organizational abilities.

• Capacity to embody and apply departmental values: communication, accuracy, reliability, and excellence.

• Outstanding written and verbal communication skills.

• General Lines Agent License is preferred.

• Typing speed of 50+ words per minute is preferred.

• An associate degree or higher is preferred.

• Minimum of 3 years of experience in customer service or a related field.

• Basic knowledge of standard insurance concepts, underwriting practices, and procedures is preferred.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Complimentary Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holiday pay.

• Discounts from Preferred Partners.