Service Operations Representative Job at Brown & Brown UK (Tampa)

Job Description

The Service Operations 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. This position will represent Orchid in the most positive manner with prospective and current clients and the communities we serve.

Job Responsibility

Answer phones, chats, and emails to solve customer service issues, questions, or concerns
Research policy payment history
Create and issue new and renewal insurance policies and invoices
Obtain and organize documentation required by states and/or carriers
Process and issue endorsements and invoices when applicable
Process cancellations and invoices when applicable
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 Leads and Supervisor for revisions
Reflect a positive attitude toward others
Cross train with peers and other departments

Requirements

High School diploma or equivalent
Aptitude to learn multiple computer systems
Aptitude to learn a large volume of insurance underwriting concepts
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
Ability to demonstrate, understand, and apply department core values: Reliable, Integrity, Supportive, and Efficient
Typing 50+ wpm preferred
Excellent communication skills, both written and verbal
This role requires on-site attendance Monday through Friday from 8:00 a.m. to 5:00 p.m. during the initial 90-day training period
Candidates must also be able to attend monthly in-person team meetings and remain flexible for other scheduled in-person events, meetings, or training sessions as needed

Nice to have

Associate degree or higher
1+ year of experience in customer service or related field
General knowledge of standard insurance concepts, underwriting practices, and procedures
Experience using the Salesforce platform
2-20 General Lines Agent license
While this role does not require a Florida 2-20 or 1-20 insurance license at the time of hire, candidates must be willing to pursue these licenses in the future

What we offer

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

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Service Operations Representative

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