Orchid Insurance
ServiceOperationsRepresentative
“Service Operations Representative at Orchid Insurance. Skills: customer service, policy changes, resolve issues. Answer phones, chats, and emails to solve customer service issues. Research policy payment history”
Industry & Context.
resolving emerging problems with accuracy and efficiency; Solve and/or correct agency request discrepancies or processing errors
This role requires on-site attendance Monday through Friday from 8:00 a. m. to 5:00 p. m. during the initial 90-day training period, Candidates must also be able to attend monthly in-person team meetings and remain flexible for other scheduled in-person events, meetings, or training sessions as needed
What They're Looking For.
Must Have
High School diploma or equivalent, Aptitude to learn multiple computer systems, Aptitude to learn a large volume of insurance underwriting concepts, Ability to work independently or in a team environment to achieve common goals, Ability to demonstrate, understand, and apply department core values: Reliable, Integrity, Supportive, and Efficient, This role requires on-site attendance Monday through Friday from 8:00 a. m. to 5:00 p. m. during the initial 90-day training period, Candidates must also be able to attend monthly in-person team meetings and remain flexible for other scheduled in-person events, meetings, or training sessions as needed
Nice to Have
Associate degree or higher, 1+ year of experience in customer service or related field, General knowledge of standard insurance concepts, underwriting practices, and procedures, Experience using the Salesforce platform, 2-20 General Lines Agent license, Typing 50+ wpm preferred
What You'll Do.
and emails to solve customer service issues
Research policy payment history
Create and issue new and renewal insurance policies
Obtain and organize documentation required by states
Process and issue endorsements and invoices
Process cancellations and invoices
Issue notices of cancelation and non-renewals
Solve and/or correct agency request discrepancies
Evaluate documentation and information to determine compliance
Handle confidential information with tact and discretion
Follow Standard Operating Procedures for all tasks
Cross train with peers and other departments
How You'll Work.
Team & Collaboration
Working as a team with other departments and/or offices is critical; Partners with other departments, agents, and carriers to resolve issues; Cross train with peers and other departments
Communication Scope
Excellent communication skills, both written and verbal
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