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Sales Operations Support Representative II
Brown & Brown InsuranceSales Operations Support Representative providing stellar customer service to agents with LocalEdge Brokerage. Handling inquiries, processing tasks, and collaborating with departments to resolve issues.
About the role
Key responsibilities & impact- Answer phones, chats, emails, and process tasks to solve agency issues, questions, or concerns.
- Create new and renewal of insurance invoices.
- Obtain, stamp, and organize documentation required by states and/or carriers.
- 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 Leaders for revisions.
- Reflect a positive attitude toward others.
- Cross train with peers and other departments.
Requirements
What you’ll need- High School diploma or equivalent
- Aptitude to learn multiple computer systems
- 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
- Schedule flexibility
- Attention to detail
- Time management
- Organizational skills
- Ability to demonstrate, understand, and apply department values: communication, accuracy, reliability, and excellence.
- Typing 50+ wpm preferred.
- Excellent communication skills, both written and verbal.
- Optional Skills: Associate degree or higher preferred.
- 3+ years of experience in customer service or related field
- General knowledge of standard insurance concepts, underwriting practices, and procedures preferred.
- General Lines Agent License
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft Officedata processingtyping 50+ wpminsurance invoicingcompliance evaluationissue resolutiondocumentation organizationtask processingStandard Operating Procedures
Soft Skills
attention to detailtime managementorganizational skillscommunication skillsteamworkindependencepositive attitudetact and discretionflexibility
Certifications
General Lines Agent License