Operations Specialist
About The Position
The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance standards are met, all while supporting the team in resolving operational challenges, driving process improvements, and liaising with corporate team. Essential Functions Assist with calls from clients, brokers, and companies Collect and process payments Review and issue urgent or complex certificates of insurance Handle Broker of Record letters Prepare and provide finance quotes and finance agreements for clients Issue necessary cancellations Handle accounting discrepancies (commissions, broker fee, taxes, etc.) and accounting questions Create Notice of Cancellation letters (Acct) AP & AR - Review & manage Aging in conjunction with corporate accounting team Collections / E.P. follow up & request associated write offs Review new agencies and set up in agency database Evaluate agency mergers & acquisitions for changes needed and then implement Assist with state form review and special Compliance projects Inspection ordering, review, evaluation, recommendation letters, follow ups and compliance checking for clients Provide weekly reports for Operations Back up to other Operations Specialist tasks, as needed Perform other duties as assigned Competencies to be expected within 3-6 months Understand PPIB Office Workflows and Processes Understand Overview of PPIB Programs
Requirements
- Strong, demonstrable skills in Excel, Word, Adobe, and similar programs
- 3-5 years minimum in office environment
- Insurance experience preferred, but not required
- Experience with accounting functions, including AR & AP
- Passion for details and accuracy
- Strong logical and critical thinking
- Problem solving skills/enjoys puzzles
- Excellent organizational and time management abilities
- Flexible with change and juggling priorities
- Manage multiple tasks at once
Nice To Haves
- Insurance experience preferred, but not required
Responsibilities
- Assist with calls from clients, brokers, and companies
- Collect and process payments
- Review and issue urgent or complex certificates of insurance
- Handle Broker of Record letters
- Prepare and provide finance quotes and finance agreements for clients
- Issue necessary cancellations
- Handle accounting discrepancies (commissions, broker fee, taxes, etc.) and accounting questions
- Create Notice of Cancellation letters (Acct)
- AP & AR - Review & manage Aging in conjunction with corporate accounting team
- Collections / E.P. follow up & request associated write offs
- Review new agencies and set up in agency database
- Evaluate agency mergers & acquisitions for changes needed and then implement
- Assist with state form review and special Compliance projects
- Inspection ordering, review, evaluation, recommendation letters, follow ups and compliance checking for clients
- Provide weekly reports for Operations
- Back up to other Operations Specialist tasks, as needed
- Perform other duties as assigned
- Understand PPIB Office Workflows and Processes
- Understand Overview of PPIB Programs
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
