Operations Technical Specialist (Commercial/Personal Insurance)

About the role

The Operations Technical Specialist supports and enhances insurance operations through agency management system expertise, operational assurance, and process improvement. This role partners closely with Epic training partners, operations, and leadership to ensure systems are optimized and aligned with business goals.

Responsibilities

• Maintain technical competence in IOA’s systems.
• Exercise discretion and independent judgment for beneficial outcomes.
• Implement strategic and tactical plans to achieve team goals.
• Collaborate with branch and regional operations and sales personnel.
• Travel to meet with branch operations teams as needed.
• Provide technical support for the Applied Epic agency management systems.
• Administer EPIC, CSR24, Indio, and related tools including adding new users, user terminations, resolving user issues.
• Oversee quality audit processes for Epic training effectiveness.
• Administer and train users on assigned software.
• Maintain and publish manuals and newsletters.
• Support teams by evaluating and implementing software products.
• Develop and improve compliance with core processes and best practices.
• Maintain frequent, transparent communication with supervisors about performance and activities.
• Provide excellent proactive service and respond quickly to inquiries.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: demonstrate integrity and leadership.

Qualifications

• 5+ years of industry experience, with wide-ranging industry knowledge.
• All required active licensing.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to perform large work volumes with high degrees of accuracy and attention to detail.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

Skills

Not specified.

Benefits

• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401K with employer match.
• Professional growth and career progression opportunities.
• A respectful culture and work/family life balance.
• A supportive team and a rewarding work environment.

Pay

The expected pay range for this position is $60,000 to $85,000 per year, depending on experience, relevant skills, and geographic location.

Schedule

Full-time, remote work.