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
- Ability to learn multiple computer systems
- Proficiency with Microsoft Office including Excel Word and Outlook
- Ability to work independently and in a team environment
- Knowledge of data processing procedures
- Schedule flexibility
- Attention to detail
- Time management skills
- Organizational skills
- Ability to apply communication accuracy reliability and excellence
- Typing 50+ wpm preferred
- Associate degree or higher preferred
- 3+ years 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
- Team player
- Positive attitude
- Adaptable
- Reliable
Day to day
- Provide responsive customer service to agents through phones chats emails and task processing
- Research payment history issue policy changes update records and resolve problems with accuracy and efficiency
- Review policy information for compliance organize documentation and support coordination across departments carriers and offices
