Senior Operations Specialist

FirstChoice is growing! We are seeking an Operations Specialist to join our FirstChoice team. We have a people first fast paced collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn improve and realize their career goals. We offer competitive benefits flexible work schedules new challenges and learning experiences.

Job Details

Position Summary:

FirstChoice is currently seeking an Senior Operations Specialist for our Richmond Virginia office. The Senior Operations Specialist will be responsible for delivering exceptional customer service to FirstChoice members and will 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.
• Act as the primary backup 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 5 years experience in a customer service role. Prior insurance experience is a plus.
• Strong interpersonal and communication skills.
• Excellent problem-solving abilities.
• Attention to detail and organizational skills.
• Knowledge of insurance products and industry trends.
• Proficient with technology including Microsoft Word Excel PowerPoint and Access or similar database.
• Experience with Client Relationship Management (CRM) systems preferably Applied Epic.

Other:

• 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.
• Professional Development: Able to successfully learn and apply knowledge and skills necessary to enhance performance. Asks for clarification when needed. Takes initiative to cross-train or update skills to meet the needs or demands of the business.
• Communication: Conveys information clearly and concisely in written and verbal form. Listens attentively to others and responds based on information received.
• Delivers Client-Ready Work: Demonstrates a passion for consistently delivering high-quality products or services that meet or exceed all legal and safety standards. Identifies and recommends opportunities to improve products and processes. Follows set processes and procedures to ensure quality at all times.
• 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.
• Maintaining Confidentiality: Entrusted with and voluntarily maintains privacy of all classified information. Does not initiate gossip or the spreading of rumors. Encourages others to stop sharing inappropriate information and the spreading of gossip and rumors. Professionally and tactfully explains when unable to share requested information.

• Develops Relationships: Develops and maintains collaborative partnerships. Relates well to others at all levels of the organization.
• Decisiveness: Balances good judgment with quick decision-making to assist in achieving corporate goals and initiatives.
• 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.
• 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 as well as wealth and retirement plan advisors. Our services include but are not limited to financial operational sales management merger and acquisition advisory an agency network peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients with whom we build trusted advisor relationships. 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.

Its 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:

• Crains Best Employers in Ohio
• The Nations Best and Brightest in Wellness
• North Coast 99
• Top Work Places The Plain Dealer
• Weatherhead 100
• West Michigans Best and Brightest Companies to Work for

To learn more about MarshBerry visit .

We appreciate your interest in MarshBerry. As an equal opportunity employer your application will be considered with regard to all laws which prohibit discrimination because of race color sex religion national origin age disability military status and genetic information and requirements to take affirmative action in the hiring of minorities including women veterans and those individuals with disabilities.