Operations Specialist, Onboarding

The Baldwin Group

1d

About The Position

The Operations Specialist, Insurance Systems Onboarding provides foundational support for onboarding new clients, carriers, and internal users into insurance brokerage systems. This role ensures accurate data entry, system configuration, and compliance with established workflows to enable seamless operational integration. The incumbent collaborates with client service teams, IT, and carriers to maintain data integrity and deliver a positive onboarding experience. Position Summary The Operations Specialist, Insurance Systems Onboarding provides foundational support for onboarding new clients, carriers, and internal users into insurance brokerage systems. This role ensures accurate data entry, system configuration, and compliance with established workflows to enable seamless operational integration. The incumbent collaborates with client service teams, IT, and carriers to maintain data integrity and deliver a positive onboarding experience.

Requirements

• Strong attention to detail and organizational skills.
• Basic understanding of insurance terminology and brokerage workflows.
• Proficiency in Microsoft Office Suite; familiarity with agency management systems preferred.
• Effective communication skills for collaborating with internal teams and external partners.
• Ability to follow structured processes and meet deadlines in a fast-paced environment.

Nice To Haves

• Exposure to insurance systems or onboarding processes is a plus.

Responsibilities

• Execute onboarding tasks for clients and carriers, including system setup, data entry, and validation.
• Follow established procedures for system configuration and user access provisioning.
• Assist with troubleshooting onboarding issues and escalate complex problems to senior team members or IT support.
• Communicate onboarding status updates to internal stakeholders and ensure timely completion of tasks.
• Support documentation of onboarding processes and contribute to continuous improvement initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees