Operations Specialist

MarshBerry 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:

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 back up to other service personnel 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 3-5 years experience in a customer service role. Prior insurance experience is a plus.
• P&C license preferred.
• Proficient with technology including 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.

• 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.
• Resourcefulness: Identifies and utilizes resources available to effectively achieve objectives. Able to size up new situations or challenges and determine how to respond adeptly and quickly. Makes the most of the tools available.
• Integrity: Upholds the highest ethical standards in one's behaviors and activities.
• Ability to lift up to 25 pounds.

Working at FirstChoice, a MarshBerry Company

Who We Are:

FirstChoice is a division within the MarshBerry Company.  Collectively, we practice 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, peer-to-peer exchange and information services. FirstChoice is the largest network of agencies in the country and is focused on help them grow with education, technology consultation, market access and increased revenue.  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.

To learn more about MarshBerry and FirstChoice, visit www.marshberry.com/firstchoice.

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.