Sales Operations Support Representative II

Posted Yesterday
Be an Early Applicant
Hiring Remotely in USA
Remote
19-23 Hourly
Entry level
Insurance
The Role
The Sales Operations Support Representative assists agents by providing customer service, processing invoices, organizing documentation, and resolving issues while ensuring compliance with regulations.
Summary Generated by Built In

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

LocalEdge Brokerage is seeking a Sales Operations Support Representative II 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.

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.

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

Pay Range

$19.00 - $23.00 Hourly

The 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. 

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”. 

Skills Required

  • High School diploma or equivalent
  • Aptitude to learn multiple computer systems
  • Proficiency with Microsoft Office Package
  • Ability to work independently or in a team environment
  • Attention to detail
  • Excellent communication skills, both written and verbal
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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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