Sales Operations Support Representative

Brown & Brown Insurance

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

Posted 9/28/2026full-timeRemote • United StatesMid-LevelSenior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in customer service and communication while managing documentation and compliance within the insurance industry. Capable of utilizing Microsoft Office tools and adhering to standard operating procedures to support agency operations.

Highest-signal resume keywords

Customer Service ExperienceMicrosoft Office ProficiencyGeneral Lines Agent LicenseAttention to DetailTime Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data ProcessingInsurance InvoicingDocumentation EvaluationTyping 50+ WPMCompliance Knowledge

Soft Skills

Communication SkillsOrganizational SkillsTeam CollaborationIndependenceFlexibility

Certifications & Qualifications

General Lines Agent License

Industry Keywords

Insurance ConceptsUnderwriting PracticesStandard Operating ProceduresConfidential Information HandlingSales Operations Support

About the role

Key responsibilities & impact

Answer phones, chats, and emails, and process tasks to solve agency issues, questions, or concerns
Create new and renewal insurance invoices
Obtain, stamp, and organize documentation required by states and/or carriers
Issue cancellation and non-renewal notices in accordance with state-specific guidelines
Resolve agency request discrepancies or processing errors
Evaluate documentation and information for compliance with regulations or standards
Handle confidential information with tact and discretion
Partner with departments, agents, and carriers to resolve issues and address needs
Follow Standard Operating Procedures and provide feedback to leaders for revisions
Cross-train with peers and other departments
Provide customer service to agents through daily sales operations support tasks

Requirements

What you’ll need

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
Excellent communication skills, both written and verbal
General Lines Agent License preferred
Typing 50+ wpm 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

Benefits

Comp & perks

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off
Holidays
Preferred Partner Discounts