Assistant EB Operations Coordinator

LIBERTY COMPANY INSURANCE BROKERS LLC•Los Angeles, CA

5d•$45,000 - $55,000•Remote

About The Position

The Assistant EB Operations Coordinator supports the day-to-day operational engine of the Employee Benefits practice. This role is a hands-on driver behind carrier appointments, carrier access and logins, signature and legal routing, and the daily task flow that keeps Account Management and Sales teams moving without friction. At The Liberty Company, our people-first approach has earned us multiple years of recognition as a top insurance employer—and it shows in how we work every day. We value fresh ideas, teamwork, and taking care of the people who make our success possible. Along with an award-winning culture, we offer competitive pay, comprehensive benefits, generous PTO and holidays, continued education, and wellness-focused programs designed to help you bring your best self to work. If you’re ready to grow with a company that truly invests in its people, you’re in the right place. We're looking for an up and coming Assistant Employee Benefits Operations Coordinator to join our growing team!

Requirements

1+ year of experience in employee benefits, insurance operations, carrier relations, licensing/appointments, or a similar operational role preferred
Highly resourceful and self-directed, with the ability to research unfamiliar carriers, identify requirements, and independently drive the appointment process through to completion
Strong sense of ownership and follow-through
Excellent organizational skills, with the ability to manage a high volume of appointments and requests
Detail-oriented and process-minded
Comfortable working through ambiguity and troubleshooting issues without requiring step-by-step direction
Strong written and verbal communication skills, and the judgment to escalate appropriately when progress stalls
Proficiency in Microsoft Office, with the ability to quickly learn agency management systems, SharePoint, carrier portals, and workflow systems
Discretion in handling confidential information
Ownership, Persistence, Follow-Through, Resourcefulness, Organization, Attention to Detail, Written and Verbal Communication, Collaboration, Professionalism, Adaptability, Initiative, and Relationship Building.

Nice To Haves

Direct experience submitting or managing carrier appointments, contracting, or producer licensing
Exposure to agency management or benefits administration systems (e.g., BenefitPoint, AMS360, Employee Navigator, Ease)
Experience with a ticketing or workflow system (e.g., Monday.com or similar)
Experience coordinating documents for legal review and signature
Experience posting to an internal communications platform (e.g., Workvivo)
Active Life & Health insurance license, or willingness to obtain one
Associate’s or Bachelor’s degree, or equivalent professional experience

Responsibilities

Submit, track, and drive carrier appointment and contracting requests through written confirmation, researching unfamiliar carriers and agencies to identify requirements and contacts as needed
Maintain the tracker daily so status is current without being asked; follow up on a set cadence and escalate stalls
Gather and submit required documentation (licensing, W-9s, E&O, ACH, agency information) accurately and completely the first time, and confirm effective dates, writing numbers, and agency codes once received
Process carrier portal access and login requests for producers, account managers, and service staff, troubleshooting issues (locked accounts, permissions, expired credentials) until resolved
Maintain accurate records of carrier portal access by user and office
Support access setup and removal during onboarding/offboarding with the EB Operations Manager, IT, and HR
Submit carrier agreements and appointment paperwork to Legal for review and signature with complete context and clear deadlines, tracking documents through to return of fully executed copies to the carrier
Maintain organized, retrievable records of executed agreements and keep requesters informed on status without them having to ask
Monitor shared mailboxes and the request queue; triage and respond within turnaround standards, owning tickets end to end and closing them only once resolved
Support routine system/account setup and data entry as directed; maintain checklists and documentation for the processes this role runs, and flag recurring issues or process gaps to the EB Operations Manager with suggested fixes
Partner with Account Management, Sales, Legal, Accounting, IT, and HR to move requests forward and remove operational roadblocks
Communicate status proactively and in writing - what is done, pending, blocked, and needed
Draft and publish operational updates in Workvivo (appointments, access changes, deadlines) in a clear, on-brand voice
Support the EB Operations team on partnership onboarding and book rolls, and participate in special projects as assigned