TL Operations Specialist

Responsibilities

• Monitor day-to-day operations, requests/questions for servicing of accounts to ensure a smooth process.
• Maintain spreadsheets used to track invoicing, state surplus lines filings, and subjectivity requirements to obtain issued policies.
• Corresponding daily with clients, insurers, team members, and other colleagues throughout the company.
• Reviewing binding documents for specific items pertaining to the operational side of processes.
• Following up with clients and insurers for required subjectivity document needed to final policy issuance.
• Running redlines used to review final issued policies for accuracy for delivery to our clients.

Qualifications

• BA/BS required
• Excellent organizational skills, including time management.
• Self-sufficiency and an ability to prioritize and multitask.
• Ability to work in a fast-paced environment.
• Strong verbal and written communication skills.
• Attention to detail.
• Proficiency in Microsoft Excel, Outlook and other applications used for operational tasks.