Service Operations Representative

Jobtailor; Tampa (FL); On-site; USD 40,000 - 52,000; Full time

Job summary

Jobtailor in Tampa, FL seeks an Insurance Customer Service Representative to answer phones, chats, and emails, and to create and issue new and renewal insurance policies and invoices.

You will obtain and organize documentation required by states and/or carriers, process endorsements and cancellations, and ensure regulatory compliance while handling confidential information with tact and discretion.

Qualifications

• High School diploma or equivalent
• Ability to learn multiple computer systems
• Knowledge of insurance concepts and underwriting practices
• Experience using the Salesforce platform
• 2-20 General Lines Agent license
• Excellent communication skills, both written and verbal
• Typing 50+ wpm preferred
• 1+ year of experience in customer service or related field
• Associate degree or higher preferred

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 cancellation 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

Skills

Customer service

Communication skills

Team collaboration

Typing 50 wpm

Independent work

Adaptability

Education

Associate degree or higher preferred

Tools

Salesforce

Microsoft Office

Job description

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 cancellation 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.
• Associate degree or higher preferred
• 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.