Insurance Operations Specialist
About The Position
The primary duties of the Insurance Operations Specialist are to: Responsible for onboarding/off boarding users for all essential Insurance Agency and Vendors systems. Position requires high-level administrator access and confidentiality. Monitor Insurance Agency Help Desk and Licensing email boxes, including after-hours support, answering questions on policies and procedures, password resets, and troubleshooting technical issues. Make independent decisions to determine the best approach or action to take in non-routine situations. Report Agent appointment/system access issues to Third Party Carriers and System vendors, monitor resolution timeliness and escalate, when necessary, to management. Participate in Agency system upgrades, patch fixes and enhancement deployments, following test plans as specified. Off hours testing sometimes required. Research, document and update Standard Agency Operating procedures for Carrier onboarding and Licensing. Provide analysis and audits that Agency standard operating procedures are being followed and users are complaint with Agency systems and Third party carrier systems. Make recommendations to management for process improvement changes for efficiency and compliance. Facilitate the onboarding of new carriers by communicating agency desired structure, learn the carrier onboarding processes and provides information for the initial onboarding process. Maintain regular communications with partner carriers for the purpose of Agency changes, onboarding procedure changes, compliance changes and issue resolution Responsible for the same duties of the Insurance Licensing Specialist and assists Licensing Department team members with questions on processes and procedures. Create ad hoc reporting as requested. Participate in special projects to include data gathering, operational modeling and research as requested, designing reports, providing summaries and exception information. Maintain corporate licenses in the Agency footprint as well as updating and interacting with Regulatory State Agencies. Process Payment transactions for licensing costs via internal financial software. Other duties as assigned.
Requirements
- Associate Degree in Business or related field; Bachelor’s degree preferred.
- 3 to 5 years of experience in an Insurance Agency environment required.
- Proficient PC skills including Microsoft Office applications, specifically Word, Excel, Access and PowerPoint.
- Ability to treat data confidentially and to professionally interact with all levels of management and regulatory state agencies.
- Ability to work independently with little direct supervision.
- Ability to read, analyze, develop and explain/support financial and operational data.
- Familiarity with Insurance regulatory procedures.
- Ability to navigate State Department of Insurance Websites (DOI) and National Insurance Producer Registry (NIPR) and interact with members of these regulatory state agencies.
- Excellent organizational, business writing and communication skills, enabling effective and professional interaction with all levels of Associates.
Nice To Haves
- Property and Casualty License preferred (or ability to obtain).
- Knowledge of Agency management systems, e signature software and comparative rater software desired.
- Knowledge of the business line processes and procedures is preferred.
Responsibilities
- Responsible for onboarding/off boarding users for all essential Insurance Agency and Vendors systems.
- Monitor Insurance Agency Help Desk and Licensing email boxes, including after-hours support, answering questions on policies and procedures, password resets, and troubleshooting technical issues.
- Report Agent appointment/system access issues to Third Party Carriers and System vendors, monitor resolution timeliness and escalate, when necessary, to management.
- Participate in Agency system upgrades, patch fixes and enhancement deployments, following test plans as specified.
- Research, document and update Standard Agency Operating procedures for Carrier onboarding and Licensing.
- Provide analysis and audits that Agency standard operating procedures are being followed and users are complaint with Agency systems and Third party carrier systems.
- Make recommendations to management for process improvement changes for efficiency and compliance.
- Facilitate the onboarding of new carriers by communicating agency desired structure, learn the carrier onboarding processes and provides information for the initial onboarding process.
- Maintain regular communications with partner carriers for the purpose of Agency changes, onboarding procedure changes, compliance changes and issue resolution
- Responsible for the same duties of the Insurance Licensing Specialist and assists Licensing Department team members with questions on processes and procedures.
- Create ad hoc reporting as requested.
- Participate in special projects to include data gathering, operational modeling and research as requested, designing reports, providing summaries and exception information.
- Maintain corporate licenses in the Agency footprint as well as updating and interacting with Regulatory State Agencies.
- Process Payment transactions for licensing costs via internal financial software.
Benefits
- A competitive hourly rate of $22.50 to $31.50/hour, depending on experience
- Annual merit elgibilty based on individual performance
- Medical, Dental, and Vision plan options
- Up to 2 weeks Paid parental leave
- 401k plan with company match up to 7%
- 2+ weeks of PTO within your first year
- Paid company holidays
- Company provided volunteer opportunities + 1 volunteer day per year
- Free AAA Membership
- Continual learning reimbursement up to $5,250 per year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
101-250 employees
