Operations Specialist

An Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance standards are met, while supporting the team in resolving operational challenges, driving process improvements, and liaising with the corporate team.

Responsibilities

• Assist with calls from clients, brokers, and companies
• Collect and process payments
• Review and issue urgent or complex certificates of insurance
• Handle Broker of Record letters
• Prepare and provide finance quotes and finance agreements for clients
• Issue necessary cancellations
• Handle accounting discrepancies (commissions, broker fee, taxes, etc.) and accounting questions
• Create Notice of Cancellation letters (Acct)
• AP & AR - Review & manage Aging in conjunction with corporate accounting team
• Collections / E.P. follow up & request associated write offs
• Review new agencies and set up in agency database
• Evaluate agency mergers & acquisitions for changes needed and then implement
• Assist with state form review and special Compliance projects
• Inspection ordering, review, evaluation, recommendation letters, follow ups and compliance checking for clients
• Provide weekly reports for Operations
• Back up to other Operations Specialist tasks, as needed
• Perform other duties as assigned

Competencies (expected within 3-6 months)

• Understand PPIB Office Workflows and Processes
• Understand Overview of PPIB Programs

Requirements

• Strong, demonstrable skills in Excel, Word, Adobe, and similar programs
• 3-5 years minimum in an office environment
• Insurance experience preferred, but not required
• Experience with accounting functions, including AR & AP
• Passion for details and accuracy
• Strong logical and critical thinking
• Problem solving skills/enjoys puzzles
• Excellent organizational and time management abilities
• Flexible with change and juggling priorities
• Manage multiple tasks at once

Schedule

Monday through Friday, 8:30 AM to 5:00 PM Pacific Time

Pay

The expected salary range for this position is $65,000 to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience, and working location, as well as the specific position’s business line, scope, and level.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• 401(k) retirement plan
• Paid-time-off benefits including vacation, sick leave, personal days, floating holidays, and company holidays
• Eligible annual bonuses, equity, and commissions for some positions