Insurance Operations Specialist

Outmarket AI

1d

About The Position

Outmarket is seeking an Insurance Operations Specialist to assist clients in deriving practical value from their AI-powered platform, which is designed for commercial insurance agencies. This client-facing role requires an understanding of insurance agency and brokerage operations. The specialist will analyze client workflows to identify inefficiencies and areas for improvement, then implement solutions through workflow redesign, training, enablement, issue triage, and ongoing operational support. The role acts as an extension of the client's operations team, leveraging the specialist's insurance domain knowledge. The company will provide product training. This is an associate-level position with a clear progression to Client Success Manager, involving partnership with a CSM on a client portfolio, owning adoption and enablement, and gradually taking on more responsibility.

Requirements

• 3+ years of experience in an insurance agency, brokerage, or carrier environment across account management, client service, operations, underwriting support, claims, or similar roles.
• Strong working knowledge of how agencies actually run, including submissions, certificates, endorsements, renewals, and the systems that support them.
• Familiarity with platforms such as AMS360, Applied Epic, HawkSoft, Nexsure, or similar agency management systems.
• Demonstrated ability to change how people work, whether by rolling out a new process, improving adoption of a tool, or rebuilding a broken workflow.
• Strong written and verbal communication skills, including comfort working with senior stakeholders.
• Strong judgment and comfort operating in ambiguity without waiting for perfect information.
• A proactive mindset and willingness to identify problems before clients explicitly ask for help.

Nice To Haves

• A P&C license and/or designations such as CISR, CIC, CPCU, or similar.
• Experience training, teaching, or facilitating enablement in either a formal or informal capacity.
• Exposure to employee benefits in addition to commercial lines.
• Experience working in fast-moving startup or high-change environments.

Responsibilities

• Own usage and adoption outcomes for a portfolio of agency and brokerage clients.
• Learn how each client operates across submissions, certificates, endorsements, renewals, servicing workflows, and internal handoffs.
• Identify where adoption has stalled, whether because a team is not logging in, a workflow has reverted to an old process, or the value is not landing with the right users.
• Diagnose root causes and design the right intervention, including retraining, workflow redesign, champion development, or improved internal communication.
• Deliver training sessions for audiences ranging from small service teams to large brokerage rollouts.
• Build enablement materials such as quick-reference guides, onboarding checklists, role-specific training paths, and adoption playbooks.
• Turn what works for one client into repeatable resources the broader team can reuse.
• Reproduce, document, and triage technical issues before escalating, then stay on them through resolution.
• Partner with your CSM on onboarding, business reviews, renewals, and expansion conversations.
• Keep account records, meeting notes, and follow-ups current and accurate.

Benefits

• A direct path to growth into a Client Success Manager role.
• The opportunity to help build the adoption, training, and enablement foundation for a growing client success organization.
• Meaningful ownership and visibility across client outcomes and internal operations.
• Close partnership with experienced client-facing teammates and cross-functional exposure across the company.
• The chance to bring deep insurance knowledge into a modern, AI-first platform built specifically for the industry.

What This Job Offers

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