Insurance Operations Specialist

HAI Group•Cheshire, CT

15h•Onsite

About The Position

The insurance operations specialist provides operational support across underwriting, account servicing, and customer service functions throughout the policy lifecycle with internal teams and members. This role manages policy transactions, underwriting submissions, and servicing activities while ensuring accuracy, regulatory compliance, and service excellence. The Specialist applies strong technical insurance knowledge, exercises sound judgment within defined authority, and supports operational efficiency through collaboration, mentoring, and process improvement.

Requirements

High school diploma with some prior experience in an insurance support role.
P&C Producers License or ability to obtain within 3 months of start date.
Commercial lines insurance experience preferred.
Experience supporting audits and regulatory compliance strongly preferred.
Minimum of 2+ years of insurance operations experience, with demonstrated experience handling accounts.
Proficiency with computers and office software, i.e. Word, Excel, Web portals, insurance systems
Must be legally authorized to work in the United States without the need for sponsorship now or at any time in the future
Intermediate knowledge of insurance operations, underwriting concepts, and policy administration.
Experience participating in process improvement initiatives or operational projects preferred.
Strong analytical, organizational, and problem-solving skills.
Proven ability to work independently, manage competing priorities, and adapt to changing demands.
High attention to detail and accuracy in fast-paced, high-volume environments.
Strong written and verbal communication skills.

Nice To Haves

Associate’s or Bachelor’s degree preferred

Responsibilities

Process and submit applications, binders, policies, and related documentation using AMS, CRM, DocuSign, OneShield, carrier portals, and legacy systems. On standard less complex accounts in the assigned territory
Process assigned territory and serve as the primary Operations contact for standard, less complex accounts within that territory.
Handle full policy lifecycle transactions for standard accounts, including new business, renewals, non‑premium bearing endorsements, cancellations, and mid‑term changes.
Review and process underwriting submissions and renewals for accuracy, completeness, and compliance with guidelines and procedures; confirm completeness before binding or distribution. For standard less complex account in the assigned territory.
Obtain, validate, and manage loss runs to support underwriting and renewal decisions.
Perform and validate premium breakdowns for less complex accounts; new, renewal, and mid-term transactions.
Compile, quality-check, and issue binders, policies, certificates of insurance (COIs), and related documents.
Manage renewal workflows through quoting, binding, and issuance to ensure timely completion per SLA agreement.
Prepare and deliver detailed quote comparisons, coverage summaries, and supporting documentation for internal teams, producers, and carriers.
Meet compliance standards, audits, regulatory inquiries, and advanced servicing requests with accurate, timely documentation.
Identify non-routine operational issues.
Maintain attention to detail and data integrity while managing a high-volume workload with competing priorities.
Act as a primary collaboration contact with underwriting teams, account executives, business development, carrier underwriters, brokers, and external partners on assigned accounts and issues
Contribute to process improvements, system testing, workflow enhancements, and training initiatives.
Additional duties as assigned.

Benefits

Bonus program eligibility
Annual merit increase program
Outstanding 401(k) plan with match and additional non-elective company contributions
Flexible work schedules
Generous paid time off including paid volunteer days and holidays
Medical, vision and dental Insurance
Company paid life, AD&D, short-term disability, and long-term disability coverage
HSA, and Health and Dependent Care FSA options
On-Site wellness: Full gym and locker rooms, private wellness room (featuring a massage chair, lounge area, vibration plate, and a refrigerator, with accommodations for use as a private lactation space), wellness initiatives, outdoor basketball and tennis/pickleball courts, walking trail, picnic pavilion area
Tuition reimbursement and student loan repayment program
Professional development
Community outreach