Insurance Client Operations Representative

About the role

This position is based out of our Las Vegas office and involves processing client paperwork, including new policies, renewals, endorsements, rewrites, and cancellations.

Responsibilities

• Prioritize daily work based on document time sensitivity
• Enter account information into the Agency Management System
• Check and cross-check information against the system and carrier system
• Perform research within the Agency Management System when information is vague or incomplete
• Escalate issues to the Lead Operations Representative or Operations Manager
• Follow up on all personal open activities within the Agency Management System
• Maintain up-to-date workflow documentation and ensure workflows are adhered to
• Meet or exceed daily processing requirements and monthly accuracy goals
• Maintain compliance with all regulatory requirements and internal policies

Requirements

• High School diploma
• 1-2+ years of professional work experience, preferably in an office setting with computer-based work
• Proficiency in using MS Office tools (Word, Outlook, Excel, PowerPoint)
• Excellent written and verbal communication skills
• Strong organizational and time-management skills
• Attention to detail with a focus on accuracy

Qualifications

• Strong MS Office skills
• Previous insurance industry knowledge and expertise
• Previous experience interacting with clients

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities

Schedule

Hybrid and flexible work schedule

Pay

Competitive compensation