Insurance Operations Specialist (Former Agent)

PolicyLift • San Francisco, CA

4d • $60,000 - $100,000

About The Position

PolicyLift is hiring a former or current independent P&C agent to help build and implement technology for independent insurance agencies. The role combines product feedback, agency onboarding and implementation, and ongoing agency support. The specialist represents the agent’s perspective to company leadership and engineering, helps determine product priorities, and ensures workflows address real agency needs. They help new agencies configure and adopt PolicyLift, train agency teams, and surface and resolve insurance-specific issues.

Requirements

• Hold or have recently held a P&C license.
• Have 3+ years of experience at an independent agency as a producer or account manager.
• Be fluent in personal and commercial lines, including relevant coverages, policy types, class codes, experience mods, and commercial auto symbols.
• Have hands-on experience with agency management systems, comparative raters, carrier portals, and download feeds.
• Understand agency processes from lead through renewal and be able to identify process breakdowns.
• Communicate effectively with agency owners and technical teams, including explaining insurance-specific edge cases to engineers.
• Be curious about AI and willing to understand how the product works and help improve it.
• Be proactive, self-directed, and comfortable working in a fast-moving early-stage company with changing priorities.

Nice To Haves

• Have owned or run an agency.
• Have managed a personal or commercial lines producer team or a service team.
• Hold designations such as CIC, CISR, CPCU, or AINS.
• Have led an AMS or comparative rater migration or implementation.
• Have tried AI tools in an agency and understand their limitations.
• Have product or technology-adjacent experience.

Responsibilities

• Represent independent agents’ needs to leadership and inform product priorities and definitions of success.
• Translate real agency scenarios into standards for personal and commercial lines workflows and releases.
• Review workflows, integrations, and automations from an agent’s perspective before release.
• Stay current on agency technology, including AMS platforms, comparative raters, intake tools, carrier portals, and download feeds.
• Represent PolicyLift at agencies, conferences, and user groups.
• Help onboard new agencies and configure PolicyLift to match their intake, quoting, submissions, renewals, and servicing processes.
• Map agencies’ technology stacks and connect PolicyLift with their AMS, raters, carriers, and CSR handoffs.
• Train agency teams and hand off healthy accounts to the customer success lead.
• Create quick-reference guides, onboarding checklists, role-based training paths, and adoption playbooks.
• Respond to insurance-specific customer questions and workflow issues.
• Reproduce, document, and triage issues; escalate them to engineering and follow them through resolution.
• Drive early adoption and address its root causes through retraining, workflow changes, or product requests.

Benefits

• Competitive salary and meaningful equity.
• Fully covered health, dental, and vision insurance for full-time employees.
• Fast-track promotion opportunities in Product, Customer Success, or Support.
• Direct access to leadership and an opportunity for feedback to inform product decisions.
• Meaningful ownership and visibility across company outcomes and internal operations.
• Opportunity to work at an early-stage AI company and bring insurance expertise to an AI platform.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed