Note: The job is a remote job and is open to candidates in USA. Bridge Specialty Group is a specialty insurance organization serving retail partners through wholesale insurance entities. The Sales Operations Support Representative provides customer service to agents by processing policy transactions, researching payment histories, updating records, resolving discrepancies, and coordinating with internal 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
- 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
- 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.
Company Overview