Sales Operations Support Representative

Posted Yesterday
Be an Early Applicant
Hiring Remotely in USA
Remote
23-23 Hourly
Entry level
Insurance
The Role
Provide customer service to agents via phone/chat/email, process policy tasks, review and update policy records, prepare cancellation/non-renewal notices per state guidelines, ensure compliance, coordinate with departments and carriers, follow SOPs, and cross-train peers.
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.

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.

  • Second look policy review, stamp, and organize documentation required by states and/or carriers.

  • Prepare notices of cancelation and non-renewals for mailing in accordance with state-specific guidelines.

  • Review policy information in comparison to guidelines and correct/solve 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 trains with peers and other departments.  

Skills & Experience to Be Successful:
Required:

  • 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.

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.

  • General Lines Agent License

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 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. 


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”. 

Skills Required

  • High School diploma or equivalent
  • Aptitude to learn multiple computer systems
  • Proficiency with Microsoft Office (Excel, Word, Outlook)
  • Ability to work independently or in a team environment
  • Knowledge of data processing capabilities and procedures
  • Schedule flexibility
  • Attention to detail
  • Time management
  • Organizational skills
  • Ability to demonstrate department values: communication, accuracy, reliability, and excellence
  • Typing 50+ wpm
  • Associate degree or higher
  • 3+ years of experience in customer service or related field
  • General knowledge of standard insurance concepts, underwriting practices, and procedures
  • General Lines Agent License

Brown & Brown Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.

  • Healthcare Strength Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
  • Retirement Support The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
  • Equity Value & Accessibility An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.

Brown & Brown Insurance Insights

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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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