Operations Specialist I

Insurance Office of America•FL-Longwood-001, TN

7d•$21 - $24•Remote

About The Position

The Operations Specialist I ensures all IOA entities, producers, and employees are compliant with carrier/broker and state licensing requirements, ensuring our partners continually meet IOA standards. This role involves processing agency appointments, contracts, and book transfers, managing sales team access to carriers and brokers, and coordinating and executing agency and producer licensing activities.

Requirements

1+ years of insurance industry experience, including licensing, compliance, and/or contract administration
High School Diploma (or equivalent)
Exceptional administrative, multitasking, and organization skills, with superior attention to detail
Advanced customer service, verbal/written communication skills, and training skills
Ability to understand and develop mastery of technology used
Proficiency in Microsoft Office

Responsibilities

Apply discretion and independent judgment to deliver outstanding service, anticipating needs, maintaining professional communication, and responding quickly with customized solutions.
Build strong working relationships with key regulatory, vendor, and broker/carrier contacts.
Collaborate with the Manager and team to create and document Carrier & Licensing Operations systems, procedures, and training tools.
Structure broker and carrier appointments to maximize market access. Complete agency profiles and related documentation accurately.
Enter new or modified agreements in the Contract Management system for Legal review and execution.
Establish a dialogue with new broker and carrier partners to simplify onboarding, address appointment and access needs, and form strong partnerships.
Answer inquiries about market access and notify employees and agents of significant contract changes.
Facilitate book transfer activity, minimizing client disruption and transition time for new producers.
Analyze and process requests for new company and broker access in the Agency Management System, following security and entry guidelines. Coordinate and maintain shared login access to carrier/broker portals.
Track licensing expenses, approve invoices, and provide reconciliation data to Accounting and Finance teams.
Audit existing licenses to identify compliance gaps and help formulate/execute resolution plans.
Research state requirements for all license types to ensure compliance. Maintain and respond to questions about License and Education Policy documents.
Assist with ad hoc projects as requested by Management.
Continuously improve professional skills by participating in development opportunities.
Maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
Exhibit a strong work ethic, positive attitude, and willingness to assist others.
Demonstrate integrity and leadership.