Sales Operations Support Representative
Skills
Data ProcessingEasily AdaptableMailMicrosoft ExcelResearch SkillsRevisionsSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- High School diploma or equivalent
- Aptitude to learn multiple computer systems
- Proficiency with Microsoft Office Package including Excel Word and 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 apply department values of communication accuracy reliability and excellence
- Typing 50+ wpm preferred
- Associate degree or higher preferred
- 3+ years of customer service or related experience preferred
- General knowledge of insurance concepts underwriting practices and procedures preferred
- General Lines Agent License preferred
Nice to have
- Self-starter
- Detail-oriented
- Reliable
- Positive attitude
- Adaptable
Day to day
- Provide stellar customer service to agents through daily operational support tasks
- Answer phones chats emails and process requests to resolve agency issues questions and concerns with accuracy and efficiency
- Research payment history issue policy changes update records review documentation and coordinate with other departments and carriers to solve problems
