Sales Operations Support Representative

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

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.

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.

Licenses and Certifications:

• General Lines Agent License (preferred).

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.

Preferred:

• 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.

About Us:

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.  

Pay Range

$23.00 - $23.00 Hourly

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.

About Us

At Bridge Specialty Group, our unwavering commitment to unity, diversity, and individual growth sets the stage for a workplace like no other. We believe in the power of One Team, where collaboration fuels unlimited possibilities.

As One Team, we are anchored in the ‘Power of Be’, a core set of behaviors, skills, and characteristics we value most. It is part of our cultural DNA, influencing how we get stuff done every day and how we accomplish our goals, creating a link between what we do and how we do it.

We are more than a global insurance wholesaler; we are a collective force of over 2,000+ teammates across 50+ locations throughout the United States and Europe. With 25+ specialized brands and access to 200+ carriers, we seamlessly connect the diverse needs of our retail partners in property, casualty, environmental, professional, workers' compensation, and personal lines. Together, we build trust, exceeding expectations. Our $5 billion+ premium book is a testament to our collaborative partnerships.

Here, your uniqueness is celebrated, you are rewarded for your contributions, and we invest in your professional growth, offering tools, resources, and mentorship to support your career goals. You will be proud to be a part of a team that defines excellence and pushes the boundaries of what is possible. 'One Team, Unlimited Possibilities' is not just a slogan – it's the core of who we are.

And the exciting part? We're always on the lookout for talented teammates like yourself. If you don't see an opening today, click on Introduce Yourself at the top of the page. Share your aspirations and attach your resume. We look forward to getting to know you!

Recruiting Vendor Disclosure Statement

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.

In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.

A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

If you are an existing Bridge Specialty Group teammate, please click here to apply to a job on our internal career site.