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Service Operations Representative
Brown & Brown InsuranceService Operations Representative at Orchid Insurance delivering customer service through phone, email, and chat. Resolve inquiries, manage policies, and collaborate across teams for effective service support.
About the role
Key responsibilities & impact- 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 cancellation 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
What you’ll need- 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
- General knowledge of standard insurance concepts, underwriting practices, and procedures
- Experience using the Salesforce platform.
- 2-20 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
insurance policiesinvoicingdata processingtyping 50+ wpminsurance underwriting conceptscompliance evaluationcustomer service
Soft Skills
communication skillsteamworkindependencepositive attitudetact and discretionfeedback provision
Certifications
2-20 General Lines Agent license