Operations Support Specialist

AmeriLife•Philadelphia, PA

1d•Onsite

About The Position

We are hiring an Operations Support Specialist to support our growing operations team. This role combines agent support, onboarding, licensing, and carrier operations with a strong focus on data management and reporting. The ideal candidate is highly organized, detail-oriented, and comfortable working with large datasets while managing multiple priorities. This position plays a key role in ensuring agents are successfully onboarded, licensed, appointed, and supported while maintaining accurate operational records across multiple systems.

Requirements

1–3 years of administrative, operational, or data-focused support experience; insurance or healthcare experience preferred.
Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, data cleaning, validation, and reporting.
Strong analytical, organizational, and problem-solving skills.
Excellent written and verbal communication skills.
Ability to manage multiple priorities while maintaining a high level of accuracy.
Self-starter with strong ownership and follow-through.

Nice To Haves

Experience with Sunfire is a plus.
Familiarity with ticketing systems such as GoHighLevel, Jira, or similar platforms is a plus.

Responsibilities

Serve as a primary point of contact for agent onboarding and operational support requests.
Manage and resolve support tickets related to onboarding status, platform access, enrollment issues, login concerns, and account setup.
Review and investigate RTS (Ready-to-Sell) status discrepancies across multiple carriers and guide agents through resolution.
Collaborate with internal teams to submit escalations and track resolutions.
Collect, verify, and maintain agent information, licensing documentation, and onboarding records.
Format, clean, and organize carrier and agent data to meet internal standards and system requirements.
Verify agent data accuracy, including NPNs, writing numbers, appointed states, and agent classifications.
Process and track carrier roster submissions with consistency and attention to detail.
Maintain organized documentation within OneDrive and SharePoint.
Perform extensive data management and reporting using Microsoft Excel.
Assist with operational reporting, data quality initiatives, and process improvements.
Support carrier appointment and licensing workflows while maintaining accurate compliance records.