
Service Operations Representative
Brown & Brown Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Tampa • Florida • United States
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Job Level
About the role
- Answer phones, chats, and emails to solve customer service issues, questions, or concerns.
- Research policy payment history.
- Create and issue new and renewal insurance policies and invoices.
- Obtain and organize documentation required by states and/or carriers.
- Process and issue endorsements and invoices when applicable.
- Process cancellations and invoices when applicable.
- Issue notices of cancelation and non-renewals in accordance with state specific guidelines.
- Solve and/or correct agency request discrepancies or processing errors.
- Evaluate documentation and information to determine compliance with regulations or standards.
- Handle confidential information with tact and discretion.
- Partners with other departments, agents, and carriers to resolve issues and address needs.
- Follow Standard Operating Procedures for all tasks performed and provide feedback to Leads and Supervisor for revisions.
- Reflect a positive attitude toward others.
- Cross train with peers and other departments.
Requirements
- High School diploma or equivalent.
- Aptitude to learn multiple computer systems.
- Aptitude to learn a large volume of insurance underwriting concepts.
- Proficiency with Microsoft Office Package (Excel, Word, Outlook).
- Ability to work independently or in a team environment to achieve common goals.
- Knowledge of data processing capabilities and procedures.
- Ability to demonstrate, understand, and apply department core values: Reliable, Integrity, Supportive, and Efficient.
- Typing 50+ wpm preferred.
- Excellent communication skills, both written and verbal.
- Associate degree or higher preferred.
- 1+ year of experience in customer service or related field preferred.
- General knowledge of standard insurance concepts, underwriting practices, and procedures preferred.
- Experience using the Salesforce platform preferred.
- 2-20 General Lines Agent license preferred.
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance underwriting conceptsdata processing capabilitiestyping 50+ wpmMicrosoft Office PackageExcelWordOutlook
Soft Skills
excellent communication skillsability to work independentlyability to work in a teampositive attitudetact and discretionreliableintegritysupportiveefficient
Certifications
2-20 General Lines Agent license