Operations Specialist II

Kubota•Grapevine, TX

7d•Onsite

About The Position

The Operations Specialist II supports the KTAC Claims team by ensuring accuracy in financial, licensing, salvage, and claims processes. Working with the Senior Business Specialist, this role reviews data, prepares routine reports, documents procedures, and assists with system and process improvements. The position helps resolve operational issues, contributes to training materials, and provides day‑to‑day support to maintain smooth claims workflow.

Requirements

HS Diploma/ GED with at least 3 years of claims administration of office administration duties required.
With a degree, at least 1 year of insurance claim administration or office administration experience required.
2+ year(s) of insurance claim processing and sales or financial reporting
2+ years of administrative experience
Experience with Microsoft Office Suite (Excel proficiency a plus)
Extensive interpersonal communication and telephone skills - must be friendly and responsive
Strong analytical and problem-solving skills
Ability to communicate diplomatically and with tact to a diverse audience at varying levels both within and outside of the organization
Report building skills
Must be able to multitask and solve problems by reviewing data and/or situations and making recommendations for solutions to the issues.

Nice To Haves

Bachelor’s degree preferred
Experience in insurance license and appointment process is a plus

Responsibilities

Assists the Senior Operations Specialist in daily payment reconciliation activities and resolves policy activation errors to ensure accurate and timely financial processing.
Assists the Senior Operations Specialist with salvage and recovery activities, including identifying eligible items, logging and tracking salvage assets, coordinating auction listings, and ensuring timely collection of recovered funds.
Assist the Senior Operations Specialist in preparing and delivering monthly, quarterly, and ad hoc operational and financial reports for the accounting department.
Assists the Senior Operations Specialist with maintaining accurate dealer licensing records and conducting routine audits to ensure compliance with regulatory and internal requirements.
Process monthly dealer commission statements, including validation, reporting, and issuance of manual checks as needed.
Provide backup support in preparing and issuing dealer collection notices for outstanding licensing fees in alignment with departmental policies.
Maintain and update the sub‑producer agreement log to ensure accuracy, completeness, and compliance with regulatory guidelines.
Provide backup support in managing inbound mail and coordinating the distribution of department email and physical correspondence.
Maintain and update daily claims call reports to support operational tracking and performance metrics.
Provide backup support to the Claims Administrators by processing daily claims during peak periods or staff absences.
Provide backup support to the Senior Operations Specialist in serving as an escalation point for complex customer and dealer claims inquiries, providing timely and professional resolution.
Assist the Senior Operations Specialist to develop, document, and maintain comprehensive process guides, workflows, and standard operating procedures (SOPs) for all KTAC claims processes, including training of new employees.