[Remote] Operations Specialist I

Note: The job is a remote job and is open to candidates in USA. Insurance Office of America is seeking an Operations Specialist I to ensure compliance with carrier/broker and state licensing requirements. This role involves processing agency appointments, managing sales team access, and coordinating licensing activities to support the organization's operational standards.

Responsibilities

• Deliver Outstanding Service: Apply discretion and independent judgment to deliver outstanding service, anticipating needs, maintaining professional communication, and responding quickly with customized solutions
• Develop Relationships: Build strong working relationships with key regulatory, vendor, and broker/carrier contacts
• Create and Document Systems: Collaborate with the Manager and team to create and document Carrier & Licensing Operations systems, procedures, and training tools
• Maximize Market Access: Structure broker and carrier appointments to maximize market access. Complete agency profiles and related documentation accurately
• Manage Agreements: Enter new or modified agreements in the Contract Management system for Legal review and execution
• Simplify Onboarding: Establish a dialogue with new broker and carrier partners to simplify onboarding, address appointment and access needs, and form strong partnerships
• Provide Market Access Information: Answer inquiries about market access and notify employees and agents of significant contract changes
• Facilitate Book Transfers: Facilitate book transfer activity, minimizing client disruption and transition time for new producers
• Process Access Requests: Analyze and process requests for new company and broker access in the Agency Management System, following security and entry guidelines. Coordinate and maintain shared login access to carrier/broker portals
• Track Licensing Expenses: Track licensing expenses, approve invoices, and provide reconciliation data to Accounting and Finance teams
• Audit Licenses: Audit existing licenses to identify compliance gaps and help formulate/execute resolution plans
• Research State Requirements: Research state requirements for all license types to ensure compliance. Maintain and respond to questions about License and Education Policy documents
• Assist with Projects: Assist with ad hoc projects as requested by Management
• Improve Professional Skills: Continuously improve professional skills by participating in development opportunities
• Develop Positive Relationships: Maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees
• Demonstrate Strong Work Ethic: Exhibit a strong work ethic, positive attitude, and willingness to assist others
• Champion IOA Values: Demonstrate integrity and leadership

Skills

• 1+ years of insurance industry experience, including licensing, compliance, and/or contract administration
• High School Diploma (or equivalent)
• Exceptional administrative, multitasking, and organization skills, with superior attention to detail
• Advanced customer service, verbal/written communication skills, and training skills
• Ability to understand and develop mastery of technology used
• Proficiency in Microsoft Office

Benefits

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

Company Overview