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AAA Club Alliance · 3 hours ago

Insurance Operations Specialist

Lexington, KY - Hamburg (Job Posting)

Full-time

Onsite

Mid Level

$22.50/hr - $31.50/hr

3+ years exp

AAA Club Alliance is a leading organization in the insurance sector, seeking an Insurance Operations Specialist. The role involves onboarding users, managing help desk inquiries, and ensuring compliance with agency procedures while maintaining communication with partner carriers.

Consumer Services

Responsibilities

Responsible for onboarding/off boarding users for all essential Insurance Agency and Vendors systems. Position requires high-level administrator access and confidentiality

Monitor Insurance Agency Help Desk and Licensing email boxes, including after-hours support, answering questions on policies and procedures, password resets, and troubleshooting technical issues. Make independent decisions to determine the best approach or action to take in non-routine situations

Report Agent appointment/system access issues to Third Party Carriers and System vendors, monitor resolution timeliness and escalate, when necessary, to management

Participate in Agency system upgrades, patch fixes and enhancement deployments, following test plans as specified. Off hours testing sometimes required

Research, document and update Standard Agency Operating procedures for Carrier onboarding and Licensing

Provide analysis and audits that Agency standard operating procedures are being followed and users are complaint with Agency systems and Third party carrier systems

Make recommendations to management for process improvement changes for efficiency and compliance

Facilitate the onboarding of new carriers by communicating agency desired structure, learn the carrier onboarding processes and provides information for the initial onboarding process

Maintain regular communications with partner carriers for the purpose of Agency changes, onboarding procedure changes, compliance changes and issue resolution

Responsible for the same duties of the Insurance Licensing Specialist and assists Licensing Department team members with questions on processes and procedures

Create ad hoc reporting as requested

Participate in special projects to include data gathering, operational modeling and research as requested, designing reports, providing summaries and exception information

Maintain corporate licenses in the Agency footprint as well as updating and interacting with Regulatory State Agencies

Process Payment transactions for licensing costs via internal financial software

Other duties as assigned

Qualification

Insurance Agency experiencePropertyCasualty LicenseAgency management systemsMicrosoft Office proficiencyInsurance regulatory proceduresCommunication skillsOrganizational skillsWork independently

Required

Associate Degree in Business or related field; Bachelor's degree preferred

3 to 5 years of experience in an Insurance Agency environment required

Proficient PC skills including Microsoft Office applications, specifically Word, Excel, Access and PowerPoint

Ability to treat data confidentially and to professionally interact with all levels of management and regulatory state agencies

Ability to work independently with little direct supervision

Ability to read, analyze, develop and explain/support financial and operational data

Knowledge of Agency management systems, e signature software and comparative rater software desired

Familiarity with Insurance regulatory procedures

Ability to navigate State Department of Insurance Websites (DOI) and National Insurance Producer Registry (NIPR) and interact with members of these regulatory state agencies

Knowledge of the business line processes and procedures is preferred

Excellent organizational, business writing and communication skills, enabling effective and professional interaction with all levels of Associates