Insurance Operations Specialist

Remote, USA Full-time Posted 2026-06-15

Job Description:

Manage day-to-day operational tasks for the insurance agency
Prepare and process new client quotes across multiple insurance carriers
Shop carriers and compare coverage options to prepare proposals for clients
Follow up with insurance carriers and clients regarding quotes, applications, and policy updates
Coordinate and manage policy renewals to ensure timely processing
Maintain accurate client records and policy data within the agency's CRM system
Assist with general office operations and administrative tasks
Track communications and ensure all client inquiries are addressed promptly
Support the CEO by managing operational details so leadership can focus on strategic initiatives
Perform other tasks related to the position

Requirements:

Proficient level of English (written and spoken)
Experience in operations, customer service, data entry, administrative support or similar roles
Experience with insurance carrier portals/websites is a plus
Experience preparing insurance quotes or working with carriers is highly preferred
Strong organizational and time management skills
High attention to detail, accuracy, and initiative
Tech-savvy and comfortable learning new systems, including agency management software and carrier portals
Comfortable navigating multiple software systems
Proactive in managing workflows and follow-ups
Proficiency with Microsoft Office (Word, Excel, Outlook) and standard business tools (email, spreadsheets, document management)
Out-of-the-box thinker, proactive, reliable, organized, detail-oriented, self-motivated, and confident approach
Positive attitude and the ability to learn and adapt quickly
Ability to understand and follow established processes accurately with minimal supervision
Ability to work in alignment with U.S. Eastern Time (New York time) business hours for at least four hours
Interested in long-term career opportunities

Benefits:

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