Operations Specialist

Location: Richmond

Marsh Berry is growing! We are seeking an Operations Specialist to join our First Choice team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

Marsh Berry 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:

Marsh Berry is currently seeking an Operations Specialist for our Richmond, Virginia office. The Operations Specialist will be responsible for delivering exceptional customer service to First Choice 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 First Choice 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 First Choice 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 Marsh Berry 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 Marsh Berry. 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 Marsh Berry

Who We Are:

Marsh Berry 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…