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Sales Operations Support Representative
Brown & Brown InsuranceSales Operations Support Representative providing support to agents through phone, chat, and email. Reviewing policies and resolving issues while ensuring compliance with guidelines.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail while managing customer service inquiries and processing documentation in compliance with state regulations. Proficient in Microsoft Office and capable of handling confidential information with discretion.
Highest-signal resume keywords
Customer Service ExperienceMicrosoft Office ProficiencyAttention to DetailOrganizational SkillsGeneral Lines Agent License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ProcessingTyping 50+ WPMPolicy ReviewDocumentation OrganizationCompliance Evaluation
Soft Skills
Time ManagementTeam CollaborationPositive AttitudeCommunication Skills
Certifications & Qualifications
General Lines Agent License
Industry Keywords
Insurance ConceptsUnderwriting PracticesStandard Operating ProceduresState-Specific Guidelines
About the role
Key responsibilities & impact- Answer phones, chats, emails, and process tasks to solve agency issues, questions, or concerns.
- Second look policy review, stamp, and organize documentation required by states and/or carriers.
- Prepare notices of cancelation and non-renewals for mailing in accordance with state-specific guidelines.
- Review policy information in comparison to guidelines and correct/solve processing errors.
- Evaluate documentation and information to determine compliance with regulations or standards.
- Handle confidential information with tact and discretion.
- Partner 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.
- 3+ years of experience in customer service or related field preferred
- General knowledge of standard insurance concepts, underwriting practices, and procedures preferred
- General Lines Agent License preferred.
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.