Sales Operations Support Representative

Role Overview

The Sales Operations Support Representative provides stellar customer service to our agents through daily tasks, including providing product/services information, researching payment history, and resolving emerging problems.

What You Will Do

Answer phones, chats, emails, and process tasks to solve agency issues, questions, or concerns. Create new and renewal of insurance invoices, issue notices of cancelation and non-renewals, and solve and/or correct agency request discrepancies or processing errors.

Why It Might Be a Fit

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.

Requirements

• 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

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
• Paid Time Off, Holidays, Preferred Partner Discounts