Operations Analyst 1

Responsibilities

• Execute day-to-day operational, compliance, and data support activities in accordance with established procedures.
• Perform surplus lines filings and support regulatory reporting requirements under guidance.
• Complete billing corrections, account current reconciliations, data validation, and issue resolution for assigned programs.
• Monitor and support ongoing data feeds, integrations, and operational workflows; identify and escalate exceptions as needed.
• Provide system user support and assist with testing, validation, and implementation activities as directed.
• Support operations projects and initiatives through task execution, testing, documentation updates, and ongoing processing once workflows are established.
• Assist with mergers, acquisitions, and new program implementations by supporting data gathering, documentation, testing, and validation activities.
• Perform data entry and policy support tasks in rating and policy systems (e.g., IMS/NetRate, QuickSolver, C1) following established procedures.
• Support routine policy lifecycle processing, including issuance support, endorsements, cancellations, and reinstatements.
• Assist with broker and internal service requests, including certificate support, document retrieval, and basic status updates.
• Update and maintain CRM records, operational notes, and system data to ensure visibility, accuracy, and auditability of work performed.
• Assist with legal notice and return mail workflows, including preparation, tracking, and research to resolve returned items.
• Assist with carrier and production reporting by validating data, compiling required information, and escalating discrepancies.
• Maintain and follow documented operational procedures, workflows, and reference materials; assist with updates as changes occur.
• Review release notes to understand system or workflow impacts and support implementation of required changes.
• Maintain accurate operational records, trackers, and logs to support auditability, continuity, and reporting.
• Collaborate with internal teams to support assigned operational and compliance functions.
• Identify data issues, discrepancies, or workflow gaps and escalate appropriately.
• Assist with surplus lines operational tasks as assigned, including data preparation, tracking, and documentation to support filings and payments.

Qualifications

• Bachelor’s degree, preferred.
• Strong proficiency with Microsoft Office suite, especially Excel.
• Excellent written and oral communication skills.
• High level of self-motivation; ability to accomplish goals independently.
• Articulate and well-spoken; strong interpersonal, communication and presentation skills.
• Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.