Insurance Operations Specialist jobs in United States
info-icon
This job has closed.
company-logo

AAA Northwest Ohio · 10 hours ago

Insurance Operations Specialist

AAA Club Alliance is seeking an Insurance Operations Specialist to manage user onboarding and offboarding for Insurance Agency and Vendor systems. The role involves monitoring help desk communications, ensuring compliance with operating procedures, and facilitating the onboarding of new carriers while maintaining communication with partner carriers.

Consumer Services

Responsibilities

Responsible for onboarding/off boarding users for all essential Insurance Agency and Vendors systems
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
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 LicenseMicrosoft Office proficiencyAgency management systemsInsurance regulatory proceduresBusiness writing skillsCommunication 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
Ability to navigate State Department of Insurance Websites (DOI) and National Insurance Producer Registry (NIPR) and interact with members of these regulatory state agencies

Preferred

Bachelor's degree
Property and Casualty License preferred (or ability to obtain)
Knowledge of Agency management systems, e signature software and comparative rater software desired
Familiarity with Insurance regulatory procedures
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

Benefits

Medical, Dental, and Vision plan options
Up to 2 weeks Paid parental leave
401k plan with company match up to 7%
2+ weeks of PTO within your first year
Paid company holidays
Company provided volunteer opportunities + 1 volunteer day per year
Free AAA Membership
Continual learning reimbursement up to $5,250 per year
And MORE! Check out our Benefits Page for more information

Company

AAA Northwest Ohio

company-logo
Whether you sit behind a desk or behind the wheel, AAA Northwest Ohio has been serving Lucas, Wood, Ottawa, Defiance, Paulding, Williams, Fulton, and Henry County professionals with membership, roadside assistance, travel services, and insurance for over 100 years.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase