Insurance Operations Specialist

Position Overview The insurance operations specialist provides operational support across underwriting, account servicing, and customer service functions throughout the policy lifecycle with internal teams and members. This role manages policy transactions, underwriting submissions, and servicing activities while ensuring accuracy, regulatory compliance, and service excellence. The Specialist applies strong technical insurance knowledge, exercises sound judgment within defined authority, and supports operational efficiency through collaboration, mentoring, and process improvement.

Essential Functions Process and submit applications, binders, policies, and related documentation using AMS, CRM, DocuSign, OneShield, carrier portals, and legacy systems. On standard less complex accounts in the assigned territory Process assigned territory and serve as the primary Operations contact for standard, less complex accounts within that territory. Within the assigned territory handle full policy lifecycle transactions for standard accounts, including new business, renewals, non‑premium bearing endorsements, cancellations, and mid‑term changes.

Review and process underwriting submissions and renewals for accuracy, completeness, and compliance with guidelines and procedures; confirm completeness before binding or distribution. For standard less complex account in the assigned territory. Obtain, validate, and manage loss runs to support underwriting and renewal decisions.

Perform and validate premium breakdowns for less complex accounts; new, renewal, and mid-term transactions. Compile, quality-check, and issue binders, policies, certificates of insurance (COIs), and related documents. Manage renewal workflows through quoting, binding, and issuance to ensure timely completion per SLA agreement.

Prepare and deliver detailed quote comparisons, coverage summaries, and supporting documentation for internal teams, producers, and carriers. Meet compliance standards, audits, regulatory inquiries, and advanced servicing requests with accurate, timely documentation. Identify, non-routine operational issues.

Maintain attention to detail and data integrity while managing a high-volume workload with competing priorities. Act as a primary collaboration contact with underwriting teams, account executives, business development, carrier underwriters, brokers, and external partners on assigned accounts and issues Contribute to process improvements, system testing, workflow enhancements, and training initiatives. Additional duties as assigned.

Requirements

High school diploma with some prior experience in an insurance support role. Associate’s or Bachelor’s degree preferred P C Producers License or ability to obtain within 3 months of start date. Commercial lines insurance experience preferred.

Experience supporting audits and regulatory compliance strongly preferred. Minimum of 2+ years of insurance operations experience, with demonstrated experience handling accounts. e.

Word, Excel, Web portals, insurance systems Must be legally authorized to work in the United States without the need for sponsorship now or at any time in the future Knowledge, Skills and Abilities Intermediate knowledge of insurance operations, underwriting concepts, and policy administration. Experience participating in process improvement initiatives or operational projects preferred. Strong analytical, organizational, and problem-solving skills.

Proven ability to work independently, manage competing priorities, and adapt to changing demands. High attention to detail and accuracy in fast-paced, high-volume environments. Strong written and verbal communication skills.

Responsibilities

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