Sales Operations Support Representative
At a glance
Mid-level Revenue & Sales Operations role at Bb Insurance. Remote, United States of America · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Respond to agents by phone, chat, and email, then process requests to resolve their questions and account issues
- Prepare invoices for new and renewing insurance policies, and make policy changes or update records
- Gather and organize state- or carrier-required documents, then issue cancellation and non-renewal notices under applicable state rules
- Check agency requests for errors, assess documents against regulations, and work with agents, carriers, and teams to fix issues
- Follow established procedures, share suggestions with leaders, and cross-train with peers and other departments
What you bring
- A high school diploma or equivalent
- Working knowledge of Excel, Word, and Outlook, plus the ability to learn several computer systems
- At least three years in customer service or a related area is preferred
Who this fits
This role suits someone who can manage detail-focused work independently and alongside a team, with clear written and verbal communication. It is remote in the United States. A General Lines Agent License, an associate degree or higher, insurance knowledge, and typing at least fifty words per minute are preferred.
From the employer
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Bridge Specialty Group is seeking a Sales Operations Support Representative to join our growing team!
The Sales Operations Support Representative provides stellar customer service to our agents through their daily tasks. These tasks may include providing product/services information, researching payment history, issuing various policy changes, updating policy records, and resolving emerging problems with accuracy and efficiency. Working as a team with other departments and/or offices is critical to being successful in this role.
How You Will Contribute:
- 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.
Licenses and Certifications:
- General Lines Agent License (preferred).
Skills & Experience to Be Successful:
- 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.
Preferred:
- 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.
About Us:
Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines.
With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.
Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach.
Pay Range
$23.00 - $23.00 HourlyThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- 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.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
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