Insurance Operations Specialist

Essential Functions

• Process and submit applications, binders, policies, and related documentation using AMS, CRM, DocuSign, OneShield, carrier portals, and legacy systems. On standard less complex accounts in the assigned territory
• Process assigned territory and serve as the primary Operations contact for standard, less complex accounts within that territory.
• Handle full policy lifecycle transactions for standard accounts, including new business, renewals, non-premium bearing endorsements, cancellations, and mid-term changes.
• Review and process underwriting submissions and renewals for accuracy, completeness, and compliance with guidelines and procedures; confirm completeness before binding or distribution. For standard less complex account in the assigned territory.
• Obtain, validate, and manage loss runs to support underwriting and renewal decisions.
• Perform and validate premium breakdowns for less complex accounts; new, renewal, and mid-term transactions.
• Compile, quality-check, and issue binders, policies, certificates of insurance (COIs), and related documents.
• Manage renewal workflows through quoting, binding, and issuance to ensure timely completion per SLA agreement.
• Prepare and deliver detailed quote comparisons, coverage summaries, and supporting documentation for internal teams, producers, and carriers.
• Meet compliance standards, audits, regulatory inquiries, and advanced servicing requests with accurate, timely documentation.
• Identify, non-routine operational issues.
• Maintain attention to detail and data integrity while managing a high-volume workload with competing priorities.
• Act as a primary collaboration contact with underwriting teams, account executives, business development, carrier underwriters, brokers, and external partners on assigned accounts and issues
• Contribute to process improvements, system testing, workflow enhancements, and training initiatives.

Job Requirements

• High school diploma with some prior experience in an insurance support role.
• Associate’s or Bachelor’s degree preferred
• P&C Producers License or ability to obtain within 3 months of start date.
• Commercial lines insurance experience preferred.
• Experience supporting audits and regulatory compliance strongly preferred.
• Minimum of 2+ years of insurance operations experience, with demonstrated experience handling accounts.
• Proficiency with computers and office software, i.e. Word, Excel, Web portals, insurance systems
• Must be legally authorized to work in the United States without the need for sponsorship now or at any time in the future

Knowledge, Skills and Abilities

• Intermediate knowledge of insurance operations, underwriting concepts, and policy administration.
• Experience participating in process improvement initiatives or operational projects preferred.
• Strong analytical, organizational, and problem-solving skills.
• Proven ability to work independently, manage competing priorities, and adapt to changing demands.
• High attention to detail and accuracy in fast-paced, high-volume environments.
• Strong written and verbal communication skills.

Work Environment and Physical Demands

• Inside climate-controlled office building
• Prolonged sitting and using a PC