Operations Support Representative

Operations Support Representative

Requirements

• High School Diploma or equivalent.
• Basic understanding of insurance and agent relationship.
• Beginner-level working knowledge of Microsoft Excel.
• One year customer service experience and/or data entry experience.
• One year experience with Microsoft Office, specifically Excel.
• Good communication skills, especially over the phone.
• Ability to multitask.
• Good computer and typing skills.
• Good customer service skills.
• Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
• Positive attitude, ability to take directions, and ability to work well with others.

Responsibilities

• Assumes responsibility for agent support.
• Provides customer service to agents via phone, email and in person as necessary.
• Follows up on Service Requests (SRs) as needed to track and handle agent issues.
• Communicates with carriers to resolve agent issues.
• Provides full circle customer service to verify agent issues are properly and thoroughly addressed.
• Researches agents’ statuses with carriers.
• Navigates reports in Microsoft Excel.
• Assists in updating RAMS with certification/onboarding report information.
• Assist agents with ordering supplies.
• Assumes responsibility for various cross-training assignments.
• Assists with processing contracting and licensing as necessary.
• Assists with additional agent support as necessary.
• Assists with New Business when necessary.
• Assumes responsibility for training new hires, temporary employees, and cross-training current staff as needed.
• Assumes responsibility for miscellaneous duties as assigned by supervisor.

Preferred Qualifications

No preferred qualifications provided.