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
  • 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