Operations Technical Specialist (Commercial/Personal Insurance)
Insurance Office of America•FL-Longwood-001, TN
•$60,000 - $85,000•Remote
About The Position
The Operations Technical Specialist supports and enhances insurance operations through agency management system expertise, operational assurance, and process improvement. This role partners closely with Epic training partners, operations, and leadership to ensure systems are optimized and aligned with business goals.
Requirements
- 5+ years of industry experience, with wide-ranging industry knowledge.
- All required active licensing.
- Exceptional customer service, communication, multitasking, and organizational skills.
- Strong analytical, problem-solving, and decision-making skills.
- Ability to perform large work volumes with high degrees of accuracy and attention to detail.
- Proficiency in MS Office (Outlook, Word, Excel).
- High School Diploma (or equivalent)
Nice To Haves
- Licensing and experience with Applied Products are strong preferred.
- Prior EPIC and Commercial/Personal lines insurance experience who are seeking to further develop their expertise within Epic.
Responsibilities
- Maintain technical competence in IOA’s systems.
- Implement strategic and tactical plans to achieve team goals.
- Collaborate with branch and regional operations and sales personnel.
- Provide technical support for the Applied Epic agency management systems.
- Administer EPIC, CSR24, Indio, and related tools including adding new users, user terminations, resolving user issues.
- Oversee quality audit processes for Epic training effectiveness.
- Administer and train users on assigned software.
- Maintain and publish manuals and newsletters.
- Support teams by evaluating and implementing software products.
- Develop and improve compliance with core processes and best practices.
- Maintain frequent, transparent communication with supervisors about performance and activities.
- Provide excellent proactive service and respond quickly to inquiries.
- Stay updated on company policies and procedures.
- Seek and adopt best practices to improve individual and team performance.
- Demonstrate integrity and leadership.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
