Operations Representative

Job Summary

A company is looking for an Operations Representative.

Key Responsibilities

• Handle various client transactions accurately and timely, including summaries of insurance and endorsements processing
• Maintain transaction documentation in compliance with Workflow standards
• Prioritize daily work allocation based on document time sensitivity and assist with special projects as needed

Required Qualifications

• Agency/Broker experience preferred
• College degree preferred, but not required
• Knowledge of Personal Risk carrier systems processing
• Familiarity with Sagitta/WorkSmart preferred, but not required
• Ability to manage workflow efficiently and work in a team environment