Sales Operations Support Representative II

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

LocalEdge Brokerage is seeking a Sales Operations Support Representative II to join our growing team.

The Sales Operations Support 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.

How You Will Contribute:

• 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 & Experience to Be Successful:

• 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.

• Typing 50+ wpm preferred.

• Excellent communication skills, both written and verbal.

Optional Skills:

• 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.

• General Lines Agent License

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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. 

Not reflective of all benefits. 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. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.