Operations Support Specialist

About the role

We are seeking a detail-oriented Operations Support Specialist to help support daily agency operations, maintain accurate system data, process policy transactions, and provide support to internal team members. This role is ideal for someone who enjoys organization, technology, customer service, and working with multiple systems in a fast-paced office environment.

What We’re Looking For

A reliable, service-minded team member who is accurate, adaptable, technology-savvy, and able to balance multiple priorities while maintaining a positive customer experience.

Requirements

• Maintain accurate client and policy data in the agency management system.
• Review records for completeness, workflow compliance, and documentation accuracy.
• Process carrier downloads, claims, suspense items, policy transactions, invoices, and payments.
• Support Personal Lines and Commercial Lines servicing activities.