Operations Associate

Role Overview

• Assist in the entry, validation, and reconciliation of premium data from agents and brokers.
• Support the processing of premium adjustments and commission calculations under the guidance of senior team members.
• Support billing processing with entry into applicable systems.
• Monitor incoming payments and assist in verifying the accuracy of cash application records.
• Help prepare reports and documentation for internal use and external audits.
• Communicate with internal stakeholders to resolve basic discrepancies or data issues.
• Maintain accurate records and follow established procedures to ensure compliance and consistency.
• Participate in training and development activities to build knowledge of insurance operations and systems.
• Support process improvement initiatives by identifying inefficiencies and suggesting enhancements.

Requirements

• Associate’s or Bachelor’s degree in Business, Finance, Insurance, or a related field preferred
• 6 months to 3 years of experience in insurance (operations), finance, or administrative operations
• Loss sensitive adjustment experience preferred, but not required
• Internship or coursework related to insurance or financial services is a plus
• Strong attention to detail and accuracy
• Basic analytical and problem-solving skills
• Effective written and verbal communication
• Ability to work collaboratively in a team environment
• Eagerness to learn and grow in a fast-paced operational setting
• Proficiency in Microsoft Excel and willingness to learn new tools and systems

Benefits

• multiple medical plans plus dental, vision and prescription drug coverage
• a competitive 401k with generous matching
• PTO beginning at 20 days per year
• up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Off
• basic Life and AD&D Insurance as well as Short and Long-Term Disability
• Paid Parental Leave of up to 10 weeks
• Student Loan Assistance and Tuition Reimbursement
• Backup Child and Elder Care