Sales Operations Support Representative

Bridge Specialty Group is seeking a Sales Operations Support Representative 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.

• Answer phones, chats, emails, and process tasks to solve agency issues, questions, or concerns.

• Second look policy review, stamp, and organize documentation required by states and/or carriers.

• Prepare notices of cancelation and non-renewals for mailing in accordance with state-specific guidelines.

• Review policy information in comparison to guidelines and correct/solve processing errors.

• Evaluate documentation and information to determine compliance with regulations or standards.

• 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.

• Proficiency with Microsoft Office Package (Excel, Word, Outlook).

• Ability to work independently or in a team environment to achieve common goals.

• Ability to demonstrate, understand, and apply department values: communication, accuracy, reliability, and excellence.

• 3+ years of experience in customer service or related field

• General knowledge of standard insurance concepts, underwriting practices, and procedures preferred.

Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines.

With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.

Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach.

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.

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

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”.