Operations Coordinator (part-time)
About The Position
At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. The Operations Coordinator plays a critical role in supporting the agency's internal operations. The ideal candidate will be passionate about customer service and don't mind being in the background supporting the client-facing team, have a passion for organization, streamlining processes and workflows, creating efficiencies, solving problems, and coming up with creative solutions to operational challenges.
Requirements
- Proven experience in roles that require multi-tasking, high attention to detail, organization, and emphasis on confidentiality
- Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration
- Comfortable taking initiative to solve problems and are comfortable working independently and as a member of a team
- Strong and unwavering commitment to client confidentiality
- Client-first mentality and are committed to excellence, integrity, and professionalism
- Maintain positive and ethical relations with all professional contacts
- Demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes
- Always willing to help someone in need and believe the success of the team is more important than the success of the individual
- Prioritize minimizing E&O exposure for yourself and your team
Nice To Haves
- Passionate about customer service
- Passion for organization, streamlining processes and workflows, creating efficiencies, solving problems, and coming up with creative solutions to operational challenges
Responsibilities
- Provide day-to-day technical support and assist with new technology implementation.
- Manage carrier logins, EPIC downloads, system communications, and related troubleshooting.
- Communicate EPIC outages, coding updates, reminders, and other system-related information.
- Maintain equipment inventory, asset tagging, and ongoing tracking.
- Manage keys and parking.
- Support building maintenance needs in collaboration with the Front Desk Coordinator.
- Manage policy downloads and items in suspense.
- Support workforce scheduling, office closures, holidays, summer Fridays, events, and related communications, in collaboration with Front Office Coordinator.
- Support coordination of office food and supply needs in collaboration with the Front Office Coordinator.
- Support quality control initiatives and process improvements.
- Assist with developing and maintaining client feedback mechanisms.
- Create and distribute quarterly continuing education opportunities.
- Provide miscellaneous administrative and operational support as needed.
Benefits
- 2x annual salary employee life insurance
- Employer-funded long-term care coverage
- Employer-funded disability insurance
- 3% employer contribution to your 401(k) plan (no match required!)
- Competitive health insurance rates
- Generous PTO and company holidays
- Employee Stock Ownership Plan (ESOP)
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
