Insurance Operations Specialist

Remote (With 3 in-person meetings in Columbus, OH per year)

Full-Time, 9:00 AM – 5:00 PM EST

[Employer] is an insurance [Employer] with more than 200 branches around the country. Our Operations Department works with our agents and insurance company partners to ensure licensing compliance, maintain agent access to [Employer] and carrier systems, and to pay agent commissions on time and accurately.

The Opportunity

We are looking for someone to join our Operations team as an Operations Specialist to help our team maintain agent carrier appointments, ensure carrier website access, monitor compliance of agent licenses, assist with agent onboarding, act as an admin of our [Employer] Management System (we use EZLynx), and help our team prepare and process agent commissions.

This job is great for an “insurance nerd”: someone who loves both the insurance industry and technology. Our team loves finding creative ways to use software and automations to get work done.

Please note: If you get this job, you’ll do your daily work from home. However, [Employer] holds three required in-person meetings each year in Columbus, Ohio. We know from experience that proximity to Columbus matters. That’s why we’re looking for candidates who live in one of these states:

• Ohio
• Illinois
• Indiana
• Georgia
• Kentucky
• Michigan
• North Carolina
• Pennsylvania
• Tennessee
• West Virginia

You will need to have your own high-speed internet connection and a distraction-free place where you can do your work. [Employer] will provide the tools you need to work effectively from home, including a computer, software phone, email, task management, electronic documents, and website access. This position requires you to have a high comfort level working in a paperless environment.

What You’ll Do

• Carrier Appointments and Access Manage the carrier appointments of our agent and producer force.
• Help agents maintain access to carrier websites and tools.

• Maintain records of the Insurance Licenses of our agents.
• Monitor the status of agent E&O coverage to ensure regulatory compliance.

• [Employer] uses EZLynx as our [Employer] Management System (AMS).
• Act as an AMS admin to create new branches and user accounts, oversee downloads, and manage user settings.
• Run reports to assist with projects and carrier changes.
• Help us keep our book of business organized.

• Help our team make sure agents are paid accurately and on time.
• Help gather monthly commission statements from our carrier partners.
• Help match operating costs incurred by our agent force with the correct branch. These costs include things like charges for MVR or CLUE reports, software subscriptions, etc.

• Facilitate onboarding of acquired agencies into [Employer], and other book transfer requests.
• Identify operational challenges and process gaps and outline recommendations for resolution.
• Support post-acquisition employee onboarding

Who is a Good Fit For This Position?

We are looking for someone who has experience with insurance [Employer] operations. You’re a good fit if you are curious about how systems connect, are eager to learn, and take pride in delivering consistent and reliable outcomes.

Must Have

• Relevant work experience in the insurance industry, which could include: Experience working in an insurance [Employer], either as a producer, CSR, or office manager.
• Experience working for an insurance company, either in a licensing, commissions, or sales support
• Experience working for company that provides services to insurance agents or insurance companies.

It Helps To Have

• Excel proficiency – Our team deals with a lot of data and reports. Familiarity with Excel would allow you to achieve outcomes quicker. (Bonus points if you have experience with Excel’s Power Query tool to access data from cloud databases.)
• Familiarity with EZLynx or other [Employer] Management System, either as a user or admin.
• Familiarity with the basics of insurance agent licensing practices.
• Experience working with process automation tools. Our team uses Microsoft’s Power Automate every day in our workflows to get more work done with faster and more consistent outcomes.

About [Employer]

We are a mid-sized insurance [Employer] network with more than 200 branches nationwide. We help independent agents grow their businesses by giving them access to top-rated carriers, advanced technology, and support systems that make their work easier and more rewarding.

We’re a process-driven organization that uses technology and automation-assisted workflows to deliver consistent, high-quality results for both our team and our agents.

Our culture defines the way we act with each other and our customers. Our culture is built on four values: Transparency, Doing What’s Right, Teamwork, Empathy and Stretching for amazing. We live these values daily as we work with each other and with our agents. [Employer]’s team is professional, fast-growing, and technology-driven — but also fun and people-focused.

Benefits

• Job Type: Full Time
• Pay will be based on skills and experience: $29.81 to $32.19 p/ hour (that’s $62,004.80 to $66,965.18 per year)
• 15 days (120 hrs.) PTO available upon hire date
• 401(k) with Employer match up to 4%, available immediately
• Health/Dental/Vision Insurance
• Short-Term Disability, AD&D and Life Insurance
• Paid Maternity leave
• Paid Parental Leave

Learn more about [Employer] on our website and on social media:

• “About Us” on our website
• “Less germs, more hugs” – (Our team shares the perks of working from home.)
• Facebook
• Instagram
• LinkedIn

Originally posted on [Employer]