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.

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.
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.

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.

Sales Operations Support Representative II

Key skills