Sales Operations Support Representative

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

📋 Description

• Respond to phone calls, chats, and emails, while processing tasks to address agency concerns, inquiries, or issues.

• Generate new and renewal insurance invoices.

• Collect, stamp, and organize necessary documentation as required by states and/or carriers.

• Issue cancellation and non-renewal notices following state-specific regulations.

• Resolve discrepancies or processing errors related to agency requests.

• Assess documentation and information to ensure compliance with regulations or standards.

• Manage confidential information with sensitivity and discretion.

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

• Adhere to Standard Operating Procedures and offer feedback to leadership for potential revisions.

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

⛳️ Requirements

• High School diploma or equivalent required.

• Ability to learn multiple computer systems.

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

• Capable of working independently or collaboratively within a team to accomplish shared objectives.

• Familiarity with data processing capabilities and procedures.

• Flexible scheduling is essential.

• Strong attention to detail.

• Effective time management skills.

• Organizational capabilities.

• Ability to demonstrate, comprehend, and apply departmental values: communication, accuracy, reliability, and excellence.

• Exceptional communication skills, both written and verbal.

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

• General Lines Agent License is preferred.

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

• General 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.

• Holidays.

• Discounts from Preferred Partners.