[Remote] Sales Operations Support Representative

Note: The job is a remote job and is open to candidates in USA. Bridge Specialty Group, a wholesale insurance brokerage company, is seeking a Sales Operations Support Representative to provide customer service and operational support to agents. The role handles inquiries, insurance invoicing, policy updates, documentation, compliance evaluation, and issue resolution while collaborating with departments, agents, and carriers.

Responsibilities

• 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

• 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
• Excellent communication skills, both written and verbal
• General Lines Agent License (preferred)
• Typing 50+ wpm 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

Benefits

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts

Company Overview