Operations Specialist - Richmond, United States - Marsh, Berry & Company, LLC

Description

Job Details

Position Summary:
MarshBerry is currently seeking an Operations Specialist for our Richmond, Virginia office.

The Operations Specialist will be responsible for delivering exceptional customer service to FirstChoice members and play a key role in helping members with inquiries, responding to service requests, updating the agency management system (AMS) with carrier and client information, and assisting the Risk Placement Team.

Responsibilities:

• Respond to service requests from FirstChoice members. Act as liaison with carriers and members to resolve client issues.
• Check carrier websites daily to download policies, endorsements, audits, billing information, etc. and update the AMS accordingly with the information obtained.
• Audit commission splits and communicate discrepancies to the appropriate team members. Serve as liaison with accounting to resolve issues.
• Assist Risk Placement Team with service requests as needed.
• Stay up to date with industry regulations to ensure all interactions and processes adhere to industry requirements and FirstChoice standard operating procedures.
• Cultivates and maintains effective relationships with potential internal/external clients, partners, and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Act as the primary back up to the Sales Operations Coordinator as needed.
• Additional responsibilities and projects as assigned.

Selection Criteria

Education & Experience:

• High School diploma required, college degree preferred (A.A, + degree or equivalent).
• Minimum of 35 years experience in a customer service role. Prior insurance experience is a plus.
• Proficient with technology; Microsoft Word, Excel, PowerPoint, and Access or similar database. Experience with an Agency Management system such as Applied Epic is preferred.

Other:

• Attention to Detail: Takes pride in the quality of one's work output. Naturally pays close attention to work and takes accountability for accuracy, consistency, and thoroughness.
• Customer Service: Consistently demonstrates a "customer first" attitude. Ensures the customer has a complete and satisfactory experience in terms of products/services rendered and questions/concerns addressed.
• Prioritization: Organizes job duties. Meets deadlines. Aligns projects and tasks with corporate objectives. Ensures work being completed aligns with successful achievement of corporate, departmental, and team goals and deadlines issued.
• Strong written and verbal communication skills with demonstrated creativity with regard to work.
• Process Oriented: Consistently follows procedures to ensure accurate completion of tasks. Utilizes data when making decisions and to identify inefficiencies and/or inaccuracies of standard operating procedures and makes suggestions for improvements.
• Team oriented: Positive and professional, maintains good working relationships with team members throughout MarshBerry. Remains opens to others' ideas and exhibits a willingness to try new things.
• Critical Thinking: Processes complex information to arrive at conclusions that yield positive implications. Analyzes information available to make sound decisions. Looks for areas in which there is not sufficient information available and seeks additional information when gaps are identified.
• Integrity: Upholds the highest ethical standards in one's behaviors and activities.
• Ability to lift up to 25 pounds.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments.

We are committed to fostering an environment of Diversity, Equity, and Inclusion.

We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers.

Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team.

MarshBerry has been recently awarded the following:

• Crain's Best Employers in Ohio
• The Nation's Best and Brightest in Wellness

• North Coast 9

• Top Work Places
• The Plain Dealer
• Weatherhead 100
• West Michigan's Best and Bright