Sales Operations Support Representative

Skills
Data ProcessingEasily AdaptableMailMicrosoft ExcelResearch SkillsRevisionsSales
Role

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