Insurance Operations Specialist

Clear Blue Insurance Services Puerto Rico LLC • Charlotte, NC

12d

About The Position

The Insurance Operations Specialist supports the oversight and day-to-day operations of underwriting programs written on carrier paper, working closely with MGUs and internal teams to ensure alignment with underwriting authority, regulatory requirements, contractual obligations, and reinsurance structures. Reporting to the Insurance Operations Manager, this role helps keep programs organized and running smoothly by supporting reporting, tracking underwriting activity and referrals, maintaining underwriting form inventories and program documentation, and assisting with audits and regulatory inquiries. The role also contributes to program performance monitoring and operational consistency by helping ensure processes are followed and data is accurate and complete. Partnering across underwriting, compliance, finance, claims, reinsurance, actuarial, and IT, this position offers strong exposure to all aspects of program operations while contributing to operational efficiency, strong governance, and profitable program growth.

Requirements

• Bachelor’s degree in insurance, finance, business, or a related field, or equivalent relevant experience.
• Entry-level experience in insurance or a related field, including internship experience.
• Interest in developing knowledge of insurance operations, underwriting, and program management.
• Proficiency in standard business software and tools, with the ability to quickly learn new systems.
• Basic understanding of insurance concepts and interest in underwriting operations and delegated authority programs.
• Strong attention to detail, organizational skills, and ability to manage priorities.
• Analytical mindset with the ability to review contracts, analyze data, and support reporting and operational monitoring.
• Effective communication and collaboration skills across cross-functional teams, including underwriting, claims, compliance, legal, reinsurance, and program partners.

Nice To Haves

• Professional designations such as CPCU, AU, or CIC are preferred.

Responsibilities

• Assist in monitoring program underwriting and operational execution to ensure adherence to delegated authority, contractual obligations, regulatory requirements, and internal controls.
• Maintain and organize key program documentation, including underwriting guidelines, policy forms, and GAA exhibits, ensuring materials remain current and audit ready.
• Support regulatory and compliance functions, including mapping state reporting requirements, assisting with data calls, and responding to regulatory inquiries and audits.
• Track underwriting activity, including referrals, exceptions, and facultative placements, to support visibility, oversight, and governance.
• Coordinate cross-functionally with underwriting, claims, reinsurance, compliance, and program partners to support ongoing program operations.
• Support the development and maintenance of program reporting, dashboards, and management tools, while identifying operational gaps and contributing to program performance analysis.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level