Agency Operations Specialist

About the role

The Agency Operations Specialist is a key member of the centralized Agency Operations team, helping ensure the programs, processes, and day-to-day operations that support Texas Mutual’s agency insurance distribution network run smoothly, accurately, and efficiently. This role serves as a trusted operational resource across a broad range of agency management activities, including data integrity, compensation and licensing workflows, agency onboarding and segmentation, agency management systems, events, and field support. By coordinating details, maintaining accurate information, and keeping critical processes moving forward, the Agency Operations Specialist helps create a seamless experience for internal and agency partners. Working with the Agency Operations Consultant and partners, you will help strengthen operational consistency, build team capacity, maintain continuity, and reduce risk. It’s an opportunity to make a meaningful impact behind the scenes by connecting people and processes to help Texas Mutual’s agency operations succeed.

Responsibilities

• Maintain accurate agency and producer records across relationship structures, contracts, licensing, compliance, terminations, bankruptcies, exceptions, bonus rules, scoring, and tiering.
• Run routine and ad hoc reports; validate data, coordinate corrections with IT and department administration, and escalate discrepancies or anomalies to the Agency Operations Consultant.
• Support bonus, commission, dividend, and safety group workflows through data preparation, tracking, documentation, reporting, approvals, and processing.
• Maintain compensation plans and records, assist with recommendations, and coordinate with Finance and other internal partners.
• Coordinate licensing applications, renewals, inquiries, files, and compliance reporting following company policy and state requirements.
• Complete onboarding for newly appointed agencies, including documentation, system setup, status communications, timeline tracking, and issue escalation.
• Support agency scoring and tiering cycles by maintaining inputs, monitoring timelines, preparing outcomes and related forms, and communicating changes.
• Be a resource to Territory Managers and field staff by providing process guidance, meeting materials, procedural updates, training resources, and issue escalation.
• Coordinate agency-facing events, tradeshows, calendars, logistics, marketing materials, and work with external vendors and the Creative/Marketing team.
• Document and improve workflows, procedures, and operational tools; support training, special projects, and backup coverage across agency operations.
• Administer safety group programs by tracking participants, managing data, preparing reports, and communicating program requirements and updates.
• Administer dividend