Sales Operations Support Representative
Core
Provide stellar customer service to insurance agents by handling daily operational tasks, resolving issues, and ensuring compliance with state regulations.
Role type
Sales Operations Support Representative
Builds
Insurance invoices, policy records, and compliance documentation for agents and carriers
Domain
Insurance / Sales Operations
Required skills
Microsoft Office proficiency, data processing, attention to detail, time management, organizational skills, typing speed
Preferred skills
General Lines Agent License, knowledge of insurance concepts and underwriting, Associate degree, 3+ years in customer service
Technologies
Microsoft Office (Excel, Word, Outlook)
Responsibilities
Answer phones, chats, and emails to solve agency issues; Create and renew insurance invoices; Obtain, stamp, and organize state/carrier documentation; Issue cancellation and non-renewal notices; Resolve agency request discrepancies; Evaluate documentation for regulatory compliance; Cross-train with peers and other departments
Seniority
Entry-level to Mid-level, individual contributor