Hybrid Service Operations Representative

at Brown & Brown Insurance

• Job title: Service Operations Representative
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Tampa, United States

About the role

• Provide agent-facing policy servicing: issuance, endorsements, cancellations, payment research, and compliance. Hybrid role in Tampa/Vero Beach for Orchid Insurance, a Brown & Brown company.

Responsibilities

• 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
• Partner 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 values: communication, accuracy, reliability, and excellence
• Typing 50+ wpm preferred
• Excellent communication skills, both written and verbal
• Associate degree or higher preferred (optional)
• 1+ year of experience in customer service or related field (optional)
• General knowledge of standard insurance concepts, underwriting practices, and procedures preferred (optional)
• Experience using the Salesforce platform preferred (optional)
• 2-20 General Lines Agent License

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
• 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