Operations Specialist

Amwins•Scottsdale, AZ

26d•Hybrid

About The Position

Join Amwins Self-Funded as an Operations Specialist. This role ensures accurate and comprehensive data entry, including all financial configurations. You will serve as a liaison between the Sales team and the Premium Department to ensure proper setup for premium processing, compensation, and overall payment readiness. This is an in-office position based in Scottsdale, AZ, with flexibility to work from home up to 2 days a week after completing training.

Requirements

At least 1 year of experience in operations, client services, or administrative support is required.
A passion for learning our business model and understanding the products we work with is a necessity.
Excellent organization skills and attention to detail are required.
Strong teamwork skills with the ability to collaborate cooperatively with various staff members.
Ability to multi-task and actively manage/prioritize workloads in a high-volume environment.
Ability to effectively communicate, both written and verbally, with internal and external parties.
Proficient in Microsoft Office programs (Word, Excel, Outlook, etc.).

Nice To Haves

A Bachelor’s Degree in Business Administration, Operations Management, or a related field is strongly preferred.
Experience working in the insurance industry and/or at a Carrier or Third-Party Administrator is a plus.

Responsibilities

Support Account Management by overseeing the final implementation of sold cases within the Account Management department.
Maintain and audit internal systems to ensure data accuracy across client records, contracts, and reporting tools.
Log all sold forms for entry into Amlink & Compass App, including New Cases, Renewals, and updates.
Complete implementation by entering information found on sold forms into the system.
Review sold form data against information entered into the system to identify discrepancies and escalate to internal parties for resolution.
Identify opportunities to streamline operational processes and implement improvements.
Organize and maintain electronic files, including maintaining accurate records of operational procedures and ensuring compliance with internal policies and external regulations.
Manage all premium files, including online and manual file set-up by the client and the plan year.
Act as a liaison between Account Managers and internal teams to ensure client case is built and bound correctly.
Maintain operational dashboards and performance metrics for client accounts.
Collaborate with Finance and Account Management to resolve operational issues, ensuring alignment between cross-functional teams.
Triage, track and resolve implementation documents and system entry issues quickly and efficiently.
Escalate complex issues to appropriate stakeholders with clear documentation.
Handle other projects and duties as assigned, displaying adaptability and strong collaboration skills.