Operations Specialist jobs in United States
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Next Insurance · 1 day ago

Operations Specialist

NEXT Insurance is a technology-led provider of small business insurance, aiming to transform the customer experience. The Operations Specialist will provide operational support, manage client accounts, and ensure timely problem resolution to enhance the client experience.

Commercial InsuranceFinanceInsuranceInsurTechSmall and Medium Businesses

Responsibilities

Set up new Workers’ Compensation and Disability policies
Utilize multiple computer software applications in conjunction with carrier and bureau web-sites, along with internal systems (e.g., Epic, Zendesk, Agency Dashboard, Salesforce, Docusign, and reports)
Place outbound calls and assist with/receive inbound calls for customer support
Maintain accurate recording of all internal and external communication (customers/insured’s, insurance partners, payroll partners, etc.)
Provide phenomenal customer service while assisting with policy, payroll, and billing management
Timely and accurately address assigned tickets in ZenDesk for customer support
Provide necessary documentation to state and federal insurance agencies as well as our insurance partners
Perform data input, maintain strong prioritization and organizational skills, and professional communications
Maintain strong problem resolution techniques and recommend changes to staff and management
Stay abreast of all changes pertaining to various product offerings, regulatory changes, policy changes, and insurance industry developments
Other duties as assigned

Qualification

Customer serviceData inputInsurance industry experienceZendeskSalesforceProblem resolutionVerbal communicationWritten communicationInterpersonal skillsOrganizational skills

Required

1+ years of experience working in a customer service environment
Excellent verbal, written and interpersonal communication skills
Detail-oriented and high level of accuracy
Aware of deadlines and dedication to meet them for our clients/partners
Must be self-motivator and self-starter
Good communicator in a close team environment
Positive 'can-do' attitude and a desire to contribute to a growing, energetic work environment
Strong organizational skills and ability to prioritize workflow
Willingness to transition from task to task along with taking on last-minute projects

Preferred

Experience working in the insurance industry

Benefits

Partially subsidized medical plan
Fully subsidized vision/dental options
Life insurance
Disability insurance
401(k)
Flexible paid time off
Parental leave

Company

Next Insurance

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Next Insurance is a financial service firm that offers insurance coverage to entrepreneurs and small businesses.

Funding

Current Stage
Late Stage
Total Funding
$1.15B
Key Investors
Munich Re VenturesRedpoint
2025-03-20Acquired
2023-11-01Series F· $265M
2021-03-31Series E· $250M

Leadership Team

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Guy Goldstein
CEO
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Alon Huri
Co-Founder
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Company data provided by crunchbase